Since about 2012 the company, specifically Jeanette, have provided financial advising and retirement planning services. Jeanette met and exceeded my expectations. Financial planning can be overwhelming and all the options can be intimidating, but Jeanette takes the time to explain things in a way that makes sense and takes away the mystery and the fear from the process. She never pressured us into any investments, and has been there to help us with questions along the way.
When I first met her, my husband and I were in graduate school and have VERY little money to do any sort of investing. She treated us with respect and dignity and was unfazed by the small amounts we were initially contributing. She encouraged us that it is the process of saving and investing that is really important, not just the amount. She has been there every step of the way as our income has increased and our finances have changed with moves, home purchase, new jobs, etc. We look forward to talking with her and consider her a trusted friend in addition to being our financial adviser. We've recommended her and connected her with several friends and family members who have also been as thrilled with her as we are.
We would definitely recommend to others, and we have. From friends and family just out of college and getting started to our parents who are starting to consider dates of retirement we have recommended Jeanette to help navigate and make sense of it all. Undoubtedly, 5 Stars!
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