“Jody and Sharon have taken care of my families investments for 3 generations. I can’t say enough about them. They offer more resources and expertise than any other investment service. I enjoy their regular newsletters as well as the investment suppers once a month that keep me up to date on the market. They truly have my best interest at heart, not their bottom line.“
Financial Planners
“Jody and Sharon have taken care of my families investments for 3 generations. I can’t say enough about them. They offer more resources and expertise than any other investment service. I enjoy their regular newsletters as well as the investment suppers once a month that keep me up to date on the market. They truly have my best interest at heart, not their bottom line.“