“I have know Steve for about 30 years, first through a work relationship, and then as my financial advisor. I 100% trust his advice. Even though we have been doing business together for many years, he still asks me each time about what my long term goals are, what my comfort level is with my investments, and never assumes any of my answers due to my history. With Steve's advice I have been able to make better financial decisions.“
Financial Consultants
“I have know Steve for about 30 years, first through a work relationship, and then as my financial advisor. I 100% trust his advice. Even though we have been doing business together for many years, he still asks me each time about what my long term goals are, what my comfort level is with my investments, and never assumes any of my answers due to my history. With Steve's advice I have been able to make better financial decisions.“