"I appreciate Tony's reliability and promptness in getting back to me with any questions I might have. He always takes the time to explain things in layman's terms, which I appreciate. I would feel confident in recommending Tony to potential clients as I have been satisfied with his services for over 15 years."
"Just a quick note to thank you for getting us back on track. Your straight forward, upfront and effective financial advice has allowed us to rework our plan. This has provided us with greater peace of mind knowing our portfolio should perform better in turbulent markets such as today."
“We started working with Tony over 20 years ago and he has helped us in all areas of financial planning both personally and corporately. His personal service and thoroughness in planning has given us a greater understanding of what we need to do as we near retirement. If you don't have a strong personal relationship with your advisor call Tony"
“Tony provided me with a very thorough background on the requirements of a good financial plan. He took the time to find out my goals and objectives. Tony has made me feel in control of my financial future, yet provided me with guidance in helping to make my own decisions.”