Financial Planners near Burlington

“Myself and Sylvia have been very pleased with Bill and Marcus. They always respond to our questionsin a friendly and caring manner. Our portfolio's continue to Grow .Great Job W.G.D team !!“

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“I am a retired, 38 yr veteran school teacher in PBC. My husband and I are quickly turning 65 and had many questions about Medicare; in particular, how to turn off my UHC insurance (though my pension w/subsidy) and how to get a secondary insurance. Words can’t describe how grateful I am to have Chris call me during my anxious time of need. He was willing to come to our home as it’s difficult for my husband to travel. Chris was so patient answering ALL of our questions. He is knowledgeable, kind and people friendly…not to mention he loves dogs too! ? Between both my husband and me, Chris was able to save us $800/mo that we are paying out at this time for our insurances. Did I say earlier that I was grateful? You bet, and you can bet he will help you too, 1000%! Thank you Chris! ?“