I've worked with Jerry for quite a few years and found him to be responsive to every question. He kept us updated and actually ahead of projections. I have a tendency to not to be proactive so it's nice that I have him to poke me into the reviews and updates he gives. I'm glad to see that he has changed to this firm as it offers more options for my retirement options.
I've worked with Jerry for quite a few years and found him to be responsive to every question. He kept us updated and actually ahead of projections. I have a tendency to not to be proactive so it's nice that I have him to poke me into the reviews and updates he gives. I'm glad to see that he has changed to this firm as it offers more options for my retirement options.