My husband and I have been extremely pleased with Chris’s handling of our investments. He always has our best interests in mind. He will answer any question we have and explain why he has done what he has done. If we prefer another or different strategy we discuss it with Chris and he gives us the pros and cons.
◼ Relationship to Financial Advisor: Current Client
◼ Compensation: This reviewer received no compensation for this review.
◼ Conflicts of Interest: There are no material conflicts of interest.