I have interviewed lots of people in my day and have worked with financial planners and advisors from many firms and I can say without hesitation that I have the utmost confidence in George and his process. I couldn't be more pleased with my portfolio?and am so glad to have him?as my financial advisor. I love how clear cut the statements that I receive are and how George always makes the time to explain to me how the market and my investments are really?performing without talking down to me. For the first time as an investor I feel like I am involved in the process and truly understand what to expect from both my portfolio performance as well as what I can rely on George for.
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