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“We are now into our second generation of utilizing Wealthspire as our advisors specially Mike Delgass and Gail Harris. As our business grows and monetizes, we will continue to look to Wealthspire to manage the next generation's capital and future planning.”
“I would like to share my experience of David Lerner associates and my broker Patricia Klein, she has been a pleasure to do business with. Her professionalism,knowledge and caring attitude has made a real impact in my retirement account . Providing me with the necessary information to be able to make an informed decision about growing my account and helping me feel secure in my retirement. I strongly recommend her as she is beyond reproach and her dedication to her profession and clients is second to none.”
Investing
Investing
Investing
“Just visited Wendy Macedo
Assistant Vice President Branch Manager of First County Bank in Westport-
Her help and information is invaluable!
Always pleasant, professional and friendly!!”