My adviser is Stella Fey and I can’t say enough great things about her. She has helped me to understand my feelings about money and motivated me to start seriously planning my financial future. Stella has guided me through some very important decisions I needed to make regarding my efforts(or lack thereof) in how I wanted to prepare for emergencies that happen in the now and what I planned to do for when I retired and everything in between. She was able to take a look at all of my fiances and help me to see the benefit of paying myself first. A valuable idea I wish I had accepted earlier on! I know this is a good idea for anyone who wants to ensure they have a secure financial future.
Maritza B.
Tu valoración: 5 Buffalo, NY
If you need a financial planner this is the place to go. Everyone is very professional and helpful. They can help you with anything from stock options to retirement planning.