Xu is excellent at helping me maintain my financial goals. She is not pushy. She will educate you on investment plans or ideas even if she does not think they are needed instead of just saying I don’t recommend that. It is helpful to have a 2 way conversation. She is prompt, polite and highly recommended.
February 2026
I was introduced to Aptus Financial by a colleague and was specifically referred to CJ for an advisor. I consider myself well-informed, although did not always execute as I should. CJ got all of our financial accounts in order. He was wonderful to work with, flexible, knowledgeable and always prepared. Although I was skeptical as to whether I needed a financial advisor, I see the value and will continue on with Aptus and CJ.
February 2026
I can't say enough good things about Matt Duncan! He has been an invaluable asset in helping me understand and organize my finances and plan ahead. He is smart, extremely organized, detail oriented, and always has great insight and advice. I have recommended him to many, and will continue to do so!
Xu is excellent at helping me maintain my financial goals. She is not pushy. She will educate you on investment plans or ideas even if she does not think they are needed instead of just saying I don’t recommend that. It is helpful to have a 2 way conversation. She is prompt, polite and highly recommended.
I was introduced to Aptus Financial by a colleague and was specifically referred to CJ for an advisor. I consider myself well-informed, although did not always execute as I should. CJ got all of our financial accounts in order. He was wonderful to work with, flexible, knowledgeable and always prepared. Although I was skeptical as to whether I needed a financial advisor, I see the value and will continue on with Aptus and CJ.
I can't say enough good things about Matt Duncan! He has been an invaluable asset in helping me understand and organize my finances and plan ahead. He is smart, extremely organized, detail oriented, and always has great insight and advice. I have recommended him to many, and will continue to do so!