*** has done an excellent job managing our portfolio and pointing out new way to save money on our tax plan. He has done an excellent job being available for any questions that we may have, and is prompt at returning calls. His rates are very reasonable for the work that he does. We have very pleased with our experience and do not hesitate in referring him to our family and friends
July 2023
*** does such a great job knowing what the individual needs are and creates such a great financial plan according to that!! I recommend his services to everyone and have experienced him going far beyond what anyone else would do!!!
May 2023
Ian has worked with me for two years now as my financial advisor. I HIGHLY recommend his services. Ian has helped me accomplish short term financial goals and establish plans for long term as well. He’s very knowledgeable of his trade. He’s extremely personable. His work ethic is strong. I’m very pleased with the progress we’ve made in the time I’ve worked with him. If you’re looking for financial services, look no further. Ian will help you plan a path, and the results will speak for themselves!
*** has done an excellent job managing our portfolio and pointing out new way to save money on our tax plan. He has done an excellent job being available for any questions that we may have, and is prompt at returning calls. His rates are very reasonable for the work that he does. We have very pleased with our experience and do not hesitate in referring him to our family and friends
*** does such a great job knowing what the individual needs are and creates such a great financial plan according to that!! I recommend his services to everyone and have experienced him going far beyond what anyone else would do!!!
Ian has worked with me for two years now as my financial advisor. I HIGHLY recommend his services. Ian has helped me accomplish short term financial goals and establish plans for long term as well. He’s very knowledgeable of his trade. He’s extremely personable. His work ethic is strong. I’m very pleased with the progress we’ve made in the time I’ve worked with him. If you’re looking for financial services, look no further. Ian will help you plan a path, and the results will speak for themselves!