“This summer I will have been a client of Richard’s for 30 years. I chose him, and his team to manage my portfolio as I have never questioned their honesty, or professionalism. Richard has given me sound investment advice, and general financial advice over the years and I highly recommend their services.”
- Dana A. PIC, Airline Industry
“Not only have they seemed to have done wonders for us over the many, many years as well as for other people that we know belong to them, but the entire staff are so wonderful, friendly, and kind.”
- Doug & Billie French Retired, Speciality Retail
"Richard's team are knowledgeable, efficient, caring and effective. They always deliver clear information, where choices become very easy to make. They are respectful and approachable every time. Best financial team that we have ever dealt with."
- S & K Retired
“My advisors have kept me advised as to market conditions and why my investments are positioned as they are. This has helped me to be more realistic and it has reduced the surprises – a good thing!”
- Robert S. Director, Insurance Industry
"The honesty and integrity of the individuals is excellent. As well, whether the market is doing well or poorly they are always there to answer questions or discuss concerns. In short, they are dependable."
- Terry and Shelley Retired
“Great communication and well explained investment strategy.”
- Brian G. Consultant, Geological Industry
"I've had the pleasure working with this group over the years. Excellent people. Couldn't ask for a better group to look after our investments and retirement needs. Also, I've been so impressed with the group that I've introduced their services to my kids, who currently have their own investment/growth accounts, and are loving it. Already planning for their future."
- Barry W. Retired, Project Controller
“Professional, highly intelligent people who are very good at what they do because they’ve mastered their craft over time.”
- Matthew Y. Managing Partner, Sports Industry
“I first met Richard over 25 years ago when I was just beginning to think about savings, and I’ve never looked back. Richard and his team are approachable, thoughtful, and deeply invested in their clients’ lives and goals. Every major financial decision we’ve made has been guided by their counsel, and their planning—both short- and long-term—has given us confidence and peace of mind. They feel like part of our family, and we truly value the care and commitment they bring to our financial future.”
- Lizette B. Founder, Communication Strategist