September 2021
Laurie was extremely friendly, knowledgeable, and provided a very detailed retirement report for us. She answered all of our questions and made us feel much more confident about our financial choices going forward. Highly recommend!!
January 2021
Laurie was extremely friendly, knowledgeable, and provided a very detailed retirement report for us. She answered all of our questions and made us feel much more confident about our financial choices going forward. Highly recommend!!
January 2021
5 star review that is well earned. She is straight forward. pulls no punches. Holds you accountable and IS accountable. Most importantly she makes your money work for you. Don't hesitate to work with Laurie.
