“On this Black Friday I give THANKS AND GRATITUDE to my financial team. Without your advice I would most likely still be maintaining my monthly $6,000+ overage. Shiver me Whithers! Seriously, I thank my stars that you and [financial advisor] met ever so many...
“You really have made my life livable. You’re much more than a numbers-cruncher. I know I pay you every month, but this is just so much more. I can’t even put a value on it.” –Client
I have known Janis for a number of years. We attend the same church, so I have observed her as she has been involved in various volunteer church activities. She did an especially outstanding job in her time as Financial Secretary of the church. Janis is very...
