With our retirement we were searching for an advisor to invest our money. We found an advisor who seemed knowledgeable. She promised the moon with large investments. When our paperwork arrived it wasn’t anything we agreed upon. We were so lucky to have quickly found Chris. He stepped in and invested our money. We have not turned back and have made great investments per Chris’s advise.
◼ 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.