Tack Advisors

Aug 2024

Can't recommend this company enough, specifically Robert DeLozier and Aaron Samuels, for anyone looking for their first financial advisor or to move their current portfolio to a new home. They're knowledgeable, easy to talk to, and have a great tool in their client portal that visually maps out where your money is, how it's performing, and the progress made towards your goals all on one page.