December 2014 by Daniel Sheff
We have worked with Reed and the staff and Highland Financial for about a year and a half. We've had a uniformly positive experience. Reed is very knowledgable, and his explanations are patient and clear. His approach to investment management is sound and sensible. With his help, we have simplified our investment strategy, and improved our financial planning and organization. We feel that we are getting good advice, that has our best interests at heart. Reed has been careful from the very beginning of our relationship to assure that our plans match the goals that we ourselves generate. He has helped us through a large transition, with great skill. When it was needed, he spoke with our attorney and our accountant. (They were each impressed with him as well.) He has made himself available to our children, for their own early financial planning. His integrity is impeccable; we feel comfortable with him, and confident in his guidance.
