After 20 years simply the best outfit in town. They have simply taken care of us With the outmost professionalism and competence.
Great people to work with, very knowledgeable and explain things in a way you can understand. Doug, Kelly Jean and the staff who works there are amazing.
I called this afternoon seeking advice about my 401(k), and got the man himself. Even though I’d called him away from his office Christmas party, and he had no idea who I was, he took the time to speak at length with me, and I’m just a dumb ole trucker. That makes Douglas Peete one of the good guys in this ole Marines’ book. If you’re looking for investment advice Douglas Peete is one of the best.