I have had the incredible opportunity of working with Jeff Somer and Lou D'Aversa over an extensive period of time as the managers of my family's financial assets. Since day one they have gone above and beyond to prove themselves as highly valuable, results-driven, trustworthy advisors who genuinely care about their client's well being and financial health. I would wholeheartedly recommend them to anyone looking for sound and intelligent financial advice from financial managers who are 100% committed to their client's best interests at all times. -Marketing Entrepreneur Executive, September 2018 I am exceedingly satisfied with the excellent service that Jeff, Lou and Ilona provide. The outstanding service in every respect that we receive from Lou and Jeff are worth telling all of my friends. They go beyond their call of duty to make sure that all investments are growing and their prompt feedback is amazing. I have never felt more looked after than with this most knowledgeable and organized team. Ilona also did not hesitate to make late Friday calls to ensure that all papers were in order. Excellent choice to have moved my entire portfolio into the hands of this BMO team. Thank you again! -Dr. JD, February 2019 I truly have a fabulous team looking after my money. I can sleep at night not worrying about the future of my portfolio. You are not just excellent financial managers, you also have fantastic “bedside manners” which I value much. I can’t tell you how many times, after I have discussed strategy with you guys, I made myself a coffee and put up my feet knowing I am in excellent care! -EY, December 2020 We truly appreciate Jeff & Lou's personalized approach, financial acumen and excellent grasp of our specific issues. - January 2019 I just want to thank you again. You are always putting my best interests and my family’s best interests first. I value our relationship. -VB, February 2020 Great meeting. Really liked all of the info, work and organization. You guys must be familiar with the psychological concept of “Post Decision Dissonance”. None here! Thanks again. -Dr. D, February 2019 I really must say that I have never felt more confident in leaving my money in anyone’s hand other than yours. Yesterday felt like a “family get together with financial chat”. You really impress us with your complete handling of my portfolio especially in somewhat uncertain financial markets. Yes, I can now rest and leave the rest to you! -April 2019 We wanted to thank you for meeting with us today. We appreciate the time you spent getting to know us and our long term goals. You certainly gave us lots to think about. This meeting confirmed that we have made a good decision to switch. -Drs. P & P, June 2019 I just wanted to take a moment to say Thank You for today's review - you guys continue to show us you care about our future and that you know what you are doing! Re the #'s - anytime you beat a plan is a good result! We're ahead of plan which gives us a lot of comfort in what we're dong. Thanks also for being patient with our questions and giving fullsome answers we can understand - we appreciate that! -Retired clients, September 2021
The opinions expressed above are those of the named client author and are not representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments