“I was looking for more information on the SS income penalty and the process on how the money will be returned to me. Michael’s video was spot on with the process and explained it better than any other information I looked up. Thanks Michael. Tom“
9:30AM - 4:30PM
22 Century Hill Dr # 101, Latham
Financial Planners
“Dave is the most personal and caring advisor I’ve worked with! He doesn’t just assist with the specific investment at hand, he truly cares about your whole financial picture. Building a life long relationship is his first goal! He is very professional and trustworthy and has helped me so much with my finances, I highly recommend!!!!!“
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
“Phil, Amy, and Erin are all great. We frequently recommend them to friends and relatives. In the recent turbulent financial environment, having trusted them to help with our retirement assets has proven itself to be the perfect solution for us. Phil has arranged our investments in a way that we really don't have to worry anymore about the markets. He has really outstanding software to look well into the future so we don't have to worry about running out of money. He makes conservative assumptions about the markets and interest rates and operates as a Fiduciary (legally required to put his client's best interest as primary).“