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“Very helpful and informative. I got a strong sense that I was in great hands moving forward financially, and I look forward to see how his advice and guidance impacts my financial future.”
“David Tepper provided excellent tax advice for my 2019 taxes. I am completely confident in his professional knowledge and highly recommend him for any complicated tax questions you might have.”
“Had an incredibly hard time receiving a larger amount from western union at other stores. The nice woman at the counter went out of her way to make sure I was able to receive my funds. This was after visiting 4 other stores. I would give 10 stars if I could”
“I wanted to establish a relationship with a financial planning firm and met with Douglas Schaefer for a complimentary retirement planning consult. I was impressed with the way he listened and understood my situation. He was thorough and helped me based on how I live and what I hope for in the future. He provided a comprehensive report and pointed out some actions I can take to protect myself now, and realize my goals later. Great meeting!”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“I first went to Masonboro Advisors about a year ago for investment / money management advice, and I'm so glad I did. Bryce Edmister is my financial advisor and he is fantastic! He is knowledgeable, answers all of my questions, provides information in understandable terms, checks in and provides updates regularly, and is very accessible. I like that he is happy to meet in person to answer question and offer advice, and the office is very professional and has a friendly vibe.”