Testimonials

This statement is a testimonial by a client of the financial professional as of 11/20/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

I'm glad I brought my investments when I was in my 50's. My retirement is looking good. The retirement team of Gary and Celenea have given me confidence. In other words, they don't just want to invest my money, they want my money to make a difference in my life whenever that might be. That financial advice was priceless!

-Linda

Gary and Celenea are my G.O.A.T money guys. They are engaging with their clients and they make sure my investments are maintained.

-Jim

These two wonderful people were able to help organize my finances and give me confidence in my future.

-Jerry

Gary and Celenea have basically given me a GIFT - the gift of confidence that my money is in the hands and guidance of two very capable, well-informed planners that have taken the time to educate, explain and help me make the most of my money and give me confidence heading to my retirement in 2 years.

-Lori

You guys have the best customer service. If I have a question, I can call at anytime and get the answers I need.

- Kevin and Selena

Gary and Celenea are very helpful and always promptly return calls. They're very professional and great people!

- Donald

Gary and Celenea are great. You know your stuff and great to have you as best friends. Keep up the good work as always. Love you people.

- Norman

Love working with Gary and Celenea. I never feel rushed with them and they're always available when we call.

- Nona

What a plus for us meeting, knowing and working with both Gary and Celenea. Thank you both for taking the time to help us out.

- Nancy

Gary and Celenea are more than investment professionals, they will treat you like family.

- Beverley

Celenea has been very helpful to me since my husband passed and has helped me to combine and understand what I have. I have known Celenea for years and I am glad she could help me.

- Kathy

Gary and Celenea are always helpful with any questions we have about our investments.

- Jeff and Chris

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