I was referred to Brian from a good friend who knew I needed help. Brian, who is a total gentleman, spent over an hour with me on my initial consult in his office. In fact, I was over a half hour late getting there after work and he waited for me, no problem. Speaking to Brian was like talking to an old friend, that's how sincere and caring he is.
Long story short, he is helping me now get my financial life back in order, and none too soon. I wanted to share what a positive experience I am having with him and his great staff. These people really care about you and it shows!
All USA
I was referred to Brian from a good friend who knew I needed help. Brian, who is a total gentleman, spent over an hour with me on my initial consult in his office. In fact, I was over a half hour late getting there after work and he waited for me, no problem. Speaking to Brian was like talking to an old friend, that's how sincere and caring he is. Long story short, he is helping me now get my financial life back in order, and none too soon. I wanted to share what a positive experience I am having with him and his great staff. These people really care about you and it shows!