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Customer testimonials on Google
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reviews
Cesare L.
Jeremy K.
Ed M.
Alycen C.
Michael W.
Christine B.
S S.
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Rebecca G.
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Deborah U.
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Lisa F.
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Lisa
John K.
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William W.
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Laura J.
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Sally W.
Ellen O.
"After investing with a large national financial planning firm for a decade, I had no effective financial plan for retirement.
In just a short time working with Andrea and Sal, my new advisor, I have a plan in place for a brighter financial future."
— Christine B., Client Since 2023
"We have known Sal for more than 15 years, and during that time we have entrusted him with our entire financial plans. We found him to be knowledgeable, competent, professional, helpful; and would not hesitate to continue to use his services and have no reservations to recommend him to others. It is with great pleasure that we encourage the use of his exceptional talents!"
– Jean & Louis D, Clients Since 2006
"I have to thank Sal for all of his advice and hard work this past year with Eileen and myself. We are extremely happy with what we have done together and now we are going into retirement with happy and sound financial footing so we can spend retirement with financial peace of mind and enjoy life. "
