I'm simple, all I want in a financial advisor is to be able to get a hold of them when I have questions and for them to keep my money safe. Wil has been a wonderful advisor and I recommend him to everyone.
Recently moved my account here from another firm. Easy transition, he took care of all paperwork. I never had to contact the firm I was leaving. Has done a great job so far and he's been available to answer questions about the election, fiscal cliff, etc. Very intelligent and good at explaining how it relates to my situation. This wasn't something I had with the previous firm I was with. A++
Great guy. I own a business and we set up my companies 401k plan here. I saved a ton on taxes and upgraded our life insurance policies.
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