I have worked with Adrian Andreotta for at least 5 years. He has proven to be honest, professional, and very knowledgeable. When I call him for advice, I am confident that I am getting sound counsel from an expert who prioritizes my financial goals and well-being. Adrian proactively reaches out to me when there are changes in the economy or just to see if there are changes I would like to discuss. He checks in with me about my goals. Adrian is a financial advisor that I know I can trust!Because of the strength of my relationship with Adrian, I have sought him out if he has left an organization. I plan to continue working with him for years to come!Adrian, thank you... read full review
June 2023
Adrian Andreotta has been my advisor for approximately 7 years. He's been an excellent advisor and friend to me and my late husband. When my husband passed away, Adrian was their taking care of everything that needed to be done. He is very professional, knowledgeable, super patient and concerned about his clients well-being. Adrian is the BEST!
May 2023
I have worked with Adrian Andreotta for at least 5 years. He has proven to be honest, professional, and very knowledgeable. When I call him for advice, I am confident that I am getting sound counsel from an expert who prioritizes my financial goals and well-being. Adrian proactively reaches out to me when there are changes in the economy or just to see if there are changes I would like to discuss. He checks in with me about my goals. Adrian is a financial advisor that I know I can trust!
Because of the strength of my relationship with Adrian, I have sought him out if he has left an organization. I plan to continue working with him for years to... read full review
I have worked with Adrian Andreotta for at least 5 years. He has proven to be honest, professional, and very knowledgeable. When I call him for advice, I am confident that I am getting sound counsel from an expert who prioritizes my financial goals and well-being. Adrian proactively reaches out to me when there are changes in the economy or just to see if there are changes I would like to discuss. He checks in with me about my goals. Adrian is a financial advisor that I know I can trust!Because of the strength of my relationship with Adrian, I have sought him out if he has left an organization. I plan to continue working with him for years to come!Adrian, thank you... read full review
Adrian Andreotta has been my advisor for approximately 7 years. He's been an excellent advisor and friend to me and my late husband. When my husband passed away, Adrian was their taking care of everything that needed to be done. He is very professional, knowledgeable, super patient and concerned about his clients well-being. Adrian is the BEST!
I have worked with Adrian Andreotta for at least 5 years. He has proven to be honest, professional, and very knowledgeable. When I call him for advice, I am confident that I am getting sound counsel from an expert who prioritizes my financial goals and well-being. Adrian proactively reaches out to me when there are changes in the economy or just to see if there are changes I would like to discuss. He checks in with me about my goals. Adrian is a financial advisor that I know I can trust!
Because of the strength of my relationship with Adrian, I have sought him out if he has left an organization. I plan to continue working with him for years to... read full review