An exclusive service for friends, family, and associates of our valued clients.
In this challenging economy, you probably know a friend, family member, or colleague who may be in a complex financial situation or just unhappy with the advice they’re receiving from their financial advisor. It’s not uncommon.
In order to help the people you care about achieve their investment goals, we have created a complimentary Second Opinion Service. We’re pleased to offer the same expertise and guidance that you’ve come to expect as our valued client.