Alex provides well-informed and agile financial advice; I’m pleased with the results! He helped me create an investment strategy and took the time to understand my life goals and my evolving financial situation; he was able to adjust on the fly. It’s important to note that Alex is paid simply for his advice–he’s not trying to sell you things so he can get commission–you know you are getting good objective advice.

We selected this service based on a web search which rated this Financial service as a top choice in this field and also due to Alex’s bio/previous work experience with a major firm. This gave us access to a highly qualified planner with investment experience from an independent firm, in order to complete a comprehensive review of our retirement plan plus an independent review of our investment portfolio. Alex was a delight to work with and very knowledgeable about all aspects of financial planning and investment strategies. He is such a nice and diplomatic individual, and provided prompt and effective financial guidance.

Alex designed an excellent, comprehensive retirement plan for my wife and I. As beginners in the self directed investment realm, Alex also provided us with easy to understand, sound, financial investment advice. Any follow-up questions we had were always quickly answered. He’s been a pleasure to deal with and we will continue working with him for years to come. This entire experience has been a breath of fresh air compared to dealings with investment advisors whose commissions are based solely on trades within your portfolio.