Eric and his team are true fiduciaries who will not only manage your investments but educate you on financial matters. Explain the process that most advisors do not take the time to do. Eric and his team provided me with a finical plan that was able to lay at my retirement and the life style I am use to living. They gave me a sense of security that I was searching for. I would highly recommend Eric and his team! I cannot thank them enough. I would suggest calling and scheduling appointment if you are looking for someone who has your best interest at heart!

Absolutely excellent customer service. Great communication. I worked specifically with Joe Lanza. We worked on several models, with several iterations. He was thorough, attentive, and open to reworking the models to accommodate various scenarios. I couldn't recommend him enough! I interviewed several other advisors in the area, and couldn't be more pleased!

Eric and his team rescued our beleaguered portfolio and solved the problems created by a past advisor. It is comforting to know that my money is in good hands and my retirement will be worry free. Eric invests my money wisely and Donna ensures we spend our money wisely. The whole team is awesome and Autumn is a delight! We could not be happier!

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Danielle provided me will a thorough overview of my personal and business financial condition. I was very satisfied and enlightened on what She outlined for me to achieve my financial goals. I wish I would have met her years ago, so I could have been on the right path from the start.

Danielle Gates, owner of D.Gates Wealth Management treats her clients like her own family. I have heard many times from her clients that "they can count on Danielle and her staff will do what it takes to -- give or get them [her clients] the best services possible to fit their needs; that is a refreshing quality to see.

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Whether you’ve been investing a while or new at this, the team, Deanne and Amy are extremely knowledgeable as well as very easy to talk to in learning of the best management of your money. Thank you.

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