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“Pia has been so pleasant to work with. She is extremely knowledgable and takes the time to explain everything. I have never felt rushed or had the feeling that my question(s) was "silly." I have been with her for many years and she has really done a great job with my portfolio. I 1000% recommend her!!”
“Skye has been our advisor for approximately 8 years and our trust and accounts with him as our advisor has only been reinforced.He keeps us informed and provides evidence for his recommendations. We feel confident in recommending Skye for your financial future.”
“Brian was an outstanding help for me during my divorce, his advice for me was absolutely life changing for the better. He helped me get back on my two feet when I was going through the hardest parts of my life. Not only did he give me financial advice but also advice in real-estate and my career. His advice enriched my life in so many ways. I absolutely recommend Brian as a financial advisor.”
“We recently transferred our portfolio to Fisher Investments based on a friend referral, despite some reviews that weren’t so kind. Thankfully our experience with our FI team has been nothing but professional, knowledgeable, available and willing! Glad we switched- zero regrets. So let’s do this and make some money!”
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“I wanted to address Bailey Gilbert's "1 star" review as I was a bit disenchanted by the reasoning behind it. First off, you were a client for "several years" until your divorce, along with other family members. Obviously, until your divorce you must have been highly satisfied with Christy's business practice, work ethic and professionalism to keep giving her your business. Divorces bring about many changes and one of them is in the business of taxes. Conflict of interest not only protects her (Christy) but it also protects YOU going forward. So, instead of writing a poor review which has zero to do with her ability, why didn't you ask her for a referral to another reputable person to do your taxes going forward?Google reviews are meant to review the business, not your personal feelings of being hurt when in the long run, Christy was only looking out for your best interest. You really owe her an apology and the removal of your review.”