I went in for a consultation today and it was very helpful; Tom assisted me in getting my money into an actual investment position and not the glorified savings account I had it in. I was able to get the appointment scheduled much quicker than I expected, and he accommodated me coming in after their usual business hours because of how far out I work. Very much recommend this business.
April 2025
It has been a pleasure to work with Tom when my wife and I started considering retirement. Throughout the process, he showed professionalism and never rushed us to ensure we understood how a retirement account could work. And although he didn’t pressure us to go with him as our advisor, that among other points convinced me he was the one to have for our advisor
March 2025
Awesome! Highly recommend talking to Tom if you’re trying to figure it out. Tom helped me look better at my financial goals and to see how I need to begin planning. Thanks Mission Advice! Go see him!
I went in for a consultation today and it was very helpful; Tom assisted me in getting my money into an actual investment position and not the glorified savings account I had it in. I was able to get the appointment scheduled much quicker than I expected, and he accommodated me coming in after their usual business hours because of how far out I work. Very much recommend this business.
It has been a pleasure to work with Tom when my wife and I started considering retirement. Throughout the process, he showed professionalism and never rushed us to ensure we understood how a retirement account could work. And although he didn’t pressure us to go with him as our advisor, that among other points convinced me he was the one to have for our advisor
Awesome! Highly recommend talking to Tom if you’re trying to figure it out. Tom helped me look better at my financial goals and to see how I need to begin planning. Thanks Mission Advice! Go see him!