What clients say

What clients say

We are thinking that an expression of our “Thanks for what you have done...and what you are doing" is past due!  We feel fortunate to have you as our financial advisor for many reasons. You make us feel that you really care and that means a lot to us as we face all the unknowns of our future. With much appreciation, thank you!

Just a note to say how much we enjoyed the dinner in Brandon. Rob, we rely on your experience and feel fortunate to work with you. Joan, your customer service is exemplary!


I have known Nonny to be a knowledgeable and reliable person. His focus is always in the best interest of clients and he provides valuable solutions for them.


We can’t thank you enough for providing us with such an incredible, once-in-a-lifetime vacation*!! Consistent with the services and guidnace we’ve received from you throughout the years, this trip was incredibly well organized and we didn’t have to worry about a thing!

*2008 Winners of the Investors Group “Thank You for the Introduction” reward featuring a 16 day guided trip to China