I highly recommend Tom. He has been working with my wife and I for the last two years. Tom helped us open up our Roth IRA accounts, and map out our future retirement. Tom is very up front and honest, and explains everything very thoroughly. We have full faith in Tom with our investments.

Met with Tom, he helped us pick a retirement plan for for our future. He explained us understand by going into great detail and being very knowledgeable with all Of our options. We opened up an IRA and have decided to invest into our future with Tom as our financial Advisor. We are very confident in him and trusting him to handle our investments! Definitely recommend and look forward to our partnership with him for years to come.

Tom helped me roll over an old retirement account that I’ve been jacking with for years and out it in something socially responsible, as I requested. We had a lunch meeting everything got knocked out signed and taken care of it was the easiest process I’ve ever had and he explained everything well. I’ve got an undergrad in finance so I know enough to be dangerous to myself but he seems like he knows what he’s doing. I don’t know who the stroke victim is that left a one star review. But I hope they got to a hospital soon.