I recommend this firm to anyone looking to enhance their investment experience while keeping the source of their future income intact*** is personable, gets to know his clients needs and wants, gives sensible advice and guidance tailored to each client, and cares, genuinely cares, about all of his clients' well-being I am grateful that he helps me manage the money I worked so hard to accumulate As a retired teacher, I would urge all working teachers to investigate using his firm and letting *** help guide you from your earning years through retirement and your life afterward He not only knows the intricacies of the State Teachers Retirement System, but is an expert in many other systems, as well, including Social Security, and IRS issues affecting retirement income
I recommend this firm to anyone looking to enhance their investment experience while keeping the source of their future income intact*** is personable, gets to know his clients needs and wants, gives sensible advice and guidance tailored to each client, and cares, genuinely cares, about all of his clients' well-being I am grateful that he helps me manage the money I worked so hard to accumulate As a retired teacher, I would urge all working teachers to investigate using his firm and letting *** help guide you from your earning years through retirement and your life afterward He not only knows the intricacies of the State Teachers Retirement System, but is an expert in many other systems, as well, including Social Security, and IRS issues affecting retirement income