“Highly skilled! Some places are good if you have a 200K 401K and some are good if you have 6.8M in investments, this place is great for both! Jon took the time to explain the how and why along with the fee structure. Knowing what I'm paying for the service was very helpful. I've been with other companies in the past where the fees were all hidden so I never really knew what I was paying for. ....and I learned what having a Fiduciary work on your account rather than "just a guy" meant. If you don't know that term, you need to. Thanks again!”
Financial Advising
Financial Advising
Financial Advising
“Highly skilled! Some places are good if you have a 200K 401K and some are good if you have 6.8M in investments, this place is great for both! Jon took the time to explain the how and why along with the fee structure. Knowing what I'm paying for the service was very helpful. I've been with other companies in the past where the fees were all hidden so I never really knew what I was paying for. ....and I learned what having a Fiduciary work on your account rather than "just a guy" meant. If you don't know that term, you need to. Thanks again!”