We strive to make the best financial plan for all our clients.
Client Testimonials
Don’t take our word for it – here’s what our clients say:
“I have been a client for 18 years. I have Mesothelioma cancer and while I’m going through chemotherapy, I’m trying to prepare things such as my estate plans and things on my bucket list. There is one thing that I don’t need to worry about is how my wife and family will deal with finances and pension stuff knowing that Glenn will be there to help her and my family. I just wanted to let you know how much I appreciate that. He has helped me and my family and many of my friends over the last 15 years or more.”
Gerry D.
“I truly appreciate everything Glenn has done for my husband and myself, and for my mom. Without Glenn, we would have been so lost trying to align all my dad’s investments etc. We really appreciate it!”
Penny L. J.
“Over the course of many years, Glenn has worked with my family finances and we are very pleased with his expert services. We have always been impressed by Glenn’s financial knowledge, sound advice and willingness to go the extra mile, patient in explaining his recommendations, and is very approachable if we have any questions or concerns. Glenn has a strong work ethic, a sincere commitment to his clients and we have no hesitation in recommending his services.”