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.
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.