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January 2024 by David Sasaki
Bill and his team are always a delight to speak to. My wife and I live between Mexico and the US and they have answered our every question and helped give us valuable insights about our financial planning. Highly recommended.
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January 2024 by K Pederson
Bill Holliday and is team are outstanding. Bill is very knowledgeable with investments and has done a great job of directing my funds. I have known Bill for over 15 years as he also handled and directed my parent's funds. He is very detail oriented and makes very sound recommendations based on what the market is doing and what is expected of it. He did a great job getting us through the down market of 2022 and set us up for great growth in 2023 with a great looking 2024. Thank you Bill for the periodic (every 4 months) one on one reviews. This is a tremendous help in understanding what the market is doing and where opportunities may be going forward.
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January 2024 by Charlie Giffin
It's always an excellent experience meeting with Bill Holiday. He's very organized with good use of visuals. Takes the time to answer all questions in an understandable and articulate manner. He's a good listener and is not overly directive. The advice has always been sound, useful, and consistent with who we are.
