I really do not know what more someone would want from a financial planning company. THEY HONESTLY DO EVERYTHING. I think there's a perception out there that those who go and see financial planners need to have a lot of money because the planner is going to charge you a huge fee. This is untrue with these guys. They treated me like I was family, provided a comfortable environment, and I knew after the first ""getting to know you"" meeting that we both were in it for the long hall. \r
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I sat down with them (Ted, David, and Brad) and they made an uncomfortable situation very loose....I felt like I was in the hands of truly worthy business men who can provide professional advice and who are honest in every way.\r
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I (me and my family) have dealt with many financial professionals and this has been by far the best experience we have had! Take them up on a free consultation...they will not dissapoint you.
Pros: Atmosphere, Honest, Professional, Friendly, Options, Diversity, SERVICE
Cons: no elevator and they are on the second floor.
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