"Never in a hurry. Makes it personal. Explains when things go over our heads. Tries to educate in simple enough terms to understand the financial world we are navigating through."

"The personal relationship that I feel I have with those that I meet with."

"We are very pleased with the way George Sparks has been handling our account. He listens to our needs, wishes and provides good solid advise to help us make decisions. I like that very personal touch"

"They are always friendly and down to earth and respectful."

"Everyone is kind, patient and willing to explain any questions or concerns I might have regarding my account."

"Personal attention is given by all staff to our needs. The advisors learn about our risk tolerance and other factors to guide us in the right investment options for us. They are all very trustworthy and we feel our resources are secure with them."

"George, Andy and Ryan are very knowledgeable. They take into account the tax aspect of investing as well."

"Andy is knowledgeable and easy to talk to as well as prompt in his responses."

"Kindness considerate attention"

"Andy is great to work with -explains things fully, makes sure you understand and does the stuff you are comfortable with only"