I have used Jim Heeney for personal service for many years, after getting referred to him by professional colleagues. I have found him to be proactive, responsive, and creative. Definitely a personal touch from an advisor. Great service!
Apr 2021
I've worked with Ray and his team for almost 20 years now. It's a sophisticated approach and all team members are terrific. I use Pegasus for my personal retirement plan as well as my business benefit plan.
I have used Jim Heeney for personal service for many years, after getting referred to him by professional colleagues. I have found him to be proactive, responsive, and creative. Definitely a personal touch from an advisor. Great service!
I've worked with Ray and his team for almost 20 years now. It's a sophisticated approach and all team members are terrific. I use Pegasus for my personal retirement plan as well as my business benefit plan.