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I have been working with George since 2009, at first giving him only a portion of my savings, then eventually transferring ALL of my savings to him. I can recommend him wholeheartedly and without reservation as THE best (and nicest!) financial adviser I've ever worked with. With his expert advice, my returns are almost 7% net after commissions! No matter what is happening in the world, I can sleep well knowing George is looking after my portfolio. He's not constantly buying and selling to inc Lire plus
Rob has incredible patience and re-explains things we didn't understand. He is very easy to talk to, and can translate difficult concepts into layman terms. Rob educated us on all products available and which would be of interest or beneficial to us without being pushy along the. We have full confidence and trust as Rob as our Financial Advisor and refer him to others whenever the opportunity presents itself. Lire plus
The EJ adviser located on Mill street is exceptional. He deftly tailored our portfolio to our specifications and delivered the results he promised. His personal service and outstanding people skills make a visit too his office a very pleasant experience. We have moved the remaining the remaining portion of our portfolio to EJ because this advisor has delivered results as promised. Lire plus
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