client testimonials

Steve and staff,
Thanks for the 20-year card.
Yes, time does fly. Thank you for the support and sage advice over these 20 years. Cole’s recent plan for my further diversification really helped our planning goals.
- Jim, Melbourne, FL

 

This statement is a testimonial from a current client, as of 05/06/2025 and may no longer be applicable or a current client. No compensation was paid in exchange for the testimonial, it was not solicited by the advisor, and the client consents to use this testimonial in the advisor’s advertisements. The testimonial is not representative of all clients’ experience with the advisor, not based on performance, and not a guarantee of future performance or success. Investing involves risk and isn’t always profitable.

I deeply appreciate your efforts and professionalism. Your work makes a meaningful difference, and I am grateful to have such skilled advisors by my side. Thank you for navigating these challenges with wisdom and care!
- Paul, Melbourne, FL

 

This statement is a testimonial from a current client, as of 05/05/2025, and may no longer be applicable or a current client. No compensation was paid in exchange for the testimonial, it was not solicited by the advisor, and the client consents to use thistestimonial in the advisor’s advertisements. The testimonial is not representative of all clients’ experience with the advisor, not based on performance, and not a guarantee of future performance or success. Investing involves risk and isn’t always profitable.

Vic, you and Steve need to know just how impressed we were with the guidance Cole gave us today. Amazing recommendations on a number of issues including establishing a Trust, beginning a fund from which we can make charitable contributions, and many other vital planning steps to best manage our assets. Your son is a financial savant!!
Thanks so much for your wonderful services!!!
- Harald, Banner Elk, North Carolina

 

This statement is a testimonial from a current client, as of 04/22/2025, and may no longer be applicable or a current client. No compensation was paid in exchange for the testimonial, it was not solicited by the advisor, and the client consents to use this testimonial in the advisor’s advertisements. The testimonial is not representative of all clients experience with the advisor, not based on performance, and not a guarantee of future performance or success. Investing involves risk and isn’t always profitable.