Since working with Mike, he has met and surpassed my expectations of working with a financial advisor. He takes the time to really know his clients which gives me every confidence that not just my financial goals are well understood but also my comfort level. He regularly provide updates and is always available to answer any questions or to explain options within my portfolio. His integrity and knowledge are invaluable. He takes a proactive approach to his work and, after each phone call, email or visit, he follows up and sends a very detailed email report explaining the current situation. Honest, reliable, ethical and highly recommended.
Arlene P
Free Consultation
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