When asked how our firm has exceeded expectations, Debra S. stated:

“Love the personal touches and caring attitude.”
— Debra S.

Debra S. is an investment advisory and insurance client and has not been compensated for this statement.

When asked the main reason for working with our firm, Anon. stated:

“Always involved and ready to help!”
— Anonymous

Anon. is an insurance client and has not been compensated for this statement.

“You take the guesswork out of money management by helping me make the right choices.”
— Anonymous

Anon. is an insurance client and has not been compensated for this statement.

"Very easy to talk to and understand." Wendy and Moya helped me realize I could retire many years before I thought it was feasible."
— Beth L.

Beth L. is an investment advisory and insurance client and has not been compensated for this statement. May not be representative of all client’s experience.

“Honest, professional, knowledgeable, caring, & so, so helpful.”
- Nancy J.

Nancy J. is an insurance client and has not been compensated for this statement.

“Wendy and Moya are the best as far as I’m concerned when it comes to giving advice about your financial concerns. They are very committed to their clients and respond to all your needs. They treat everyone the same and I would highly recommend them.”
- Joyce R.

Joyce R. is an insurance client and has not been compensated for this statement. May not be representative of all client experience.

“Without Wendy and Moya's sound financial advice, I would not feel secure about my retirement. Their advice was based on my needs and wants, not their commissions... they don't claim to know all the answers, however they will find the right one.”
- Flora

Flora D. is an insurance client and has not been compensated for her statement. May not be representative of all client experience.