Great company they take a holistic approach to long term care by combining all aspects together and provide a great service. I would highly recommend to anyone that needs to look at planning.

The Dublin office has a friendly vibe and we are pleased with the overall experience. Gathering our financial information, preparing for retirement and reviewing strategies was overwhelming, but Bart has helped to bring it into focus. We are looking forward to a long, and profitable relationship!

Great company to do financial planning with. Shawn Hogan explains everything so you understand what’s going on. Would recommend them for any financial planning

Great company, I’ve been with them 4 years now. They always treat you as their most important client. All fiduciary, and will have your best interests in advising. They make you feel like family and have done well for my investment portfolio. Highly recommended!!

All good. Give them 5 stars, so far. Only difficulty is getting in touch with them.