Robert and his team, Nabila etc., have been attentive and have done a good job over the 15 years I've known them. Robert will always get back to me ASAP and he is patient and listens to my concerns even though I am a small(less than 200K)client...sadly, he cannot control the markets...=)
September 2019
Kristen Barrett and her team of Jennifer and Julia do an exquisite job of helping me with my small business retirement needs (staff under 20 employees). They are responsive and knowledgeable for my employees and my professional staff. My trust in them has grown over a 14 year relationship beyond what I could've imagined.
