YES - Financial Management does matter. I am a long term business owner understanding the true need for a quality $$$ advisor. Jake has proven to be a valuable Professional service provider. I am old enough to know Jake's personal care, knowledge, and services are distinctively above the norm.
Jake took our investments and balanced our portfolio to help maximize our return. He is completely trustworthy and honest. We are very happy to have his oversight of our retirement portfolio.
Jake and his team are the cream of the crop! His advice and insights have been invaluable, and we are so happy with his service. He's smart, he's driven, he's organized and he's proactive!
