'They are always available to discuss my investment needs and they listen to what is important to me. As I am now retired, I was worried about my ability to maintain my existing standard of living. Thanks to the Friel and Daiter Team, I am able to generate enough income from my investment portfolio to live the way i want to.'

- Ms. Pauline K.
Retiree

'I am always amazed at how accessible the team is. It is great to have someone there for me when I want to discuss investment ideas and options. My wife and I now have a retirement plan created by the Friel Daiter Team that has given us a roadmap for our future and peace of mind through good markets and bad.'

- Mr. Moshe B.
VP of Leasing

'During the economic downturn of 2008 I felt that I had no direction and was very concerned about my family's investments. Jonas and Jordan listened to my fears and anxieties, and treated me like a human being, something that I had not experienced with my former financial advisors. They made sense of what my desires and wishes were, and determined the best possible route for my portfolio.'

- Mr. Greg H.
Retired Business Owner