Recommends
Joined 18 days ago
May 05, 2013
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.
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Recommends
Joined 6 months ago
November 15, 2012
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++
1
Heart
Recommends
Joined 9 months ago
August 15, 2012
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.
0
Heart