“Great service and great team. I very highly recommend Greg. They put on a lot of educational events that have really helped me to understand the financial planning process. I feel confident that I’ll be able to reach my financial goals and love seeing the progress updates during our review meetings. Greg periodically reaches out to our Attorney and CPA to cover tax and estate planning topics that have been very helpful.”
Investing
“Great service and great team. I very highly recommend Greg. They put on a lot of educational events that have really helped me to understand the financial planning process. I feel confident that I’ll be able to reach my financial goals and love seeing the progress updates during our review meetings. Greg periodically reaches out to our Attorney and CPA to cover tax and estate planning topics that have been very helpful.”