Financial Advisors

For a number of years I have been dealing with Victor and his staff. Whenever I submit a request I am always surprised how quickly I receive a response that my request has been handled. The efficient, friendly service form this office is amazimg.

Liana is a true professional by definition of the word. She takes the time to explain and make sure you understand everything. Not only am I using her services myself, but I also send my clients to her as well. Being a real estate professional, I know I can trust Liana with my clients and be very confident that they will be looked after. Liana continues to go above and beyond expectations. Before I began my real estate career, I didn't really know where to start from a financial planning perspective. After sitting down with her over the course of about 2 meetings, we were able to put together a financial plan so I could focus on real estate full time. I very highly recommend Liana for any and all of your financial planning needs!

Terrible company... they locked me in unaware for 12 years so no I cannot touch my investments until I am 30. I am currently looking into purchasing a house, which I cannot unless I pay them $3,000 to access my money! They pry on younger clients who have limited knowledge of investing. Seems that all they care about is their commission up front... I do not recommend them to anyone.