We have changed to an independent financial planner & couldn’t be happier or more satisfied. We have annual in person meetings, our choice. Their technology & communication is awesome. No pressure techniques.
They adhere to your own risk assessment & goals. We love going there because Roger is a good & caring man, as well as the staff. Roger makes something I consider painful & uncomfortable less so by his professionalism, calmness, & sincere intent to help you.
