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There are few things more fulfilling than putting together a plan for a client, executing on that plan, and ultimately seeing the plan successfully play out over a number of years. Matt and Jeff take great satisfaction in all aspects of the job, but gaining our clients’ trust through a successfully executed plan is a great motivator.
“We have been a client of Jeff's since 2014 and have continuously been impressed with his approach to managing our wealth. Over the years, Jeff has helped us to create a diversified portfolio that properly reflects our risk tolerance and financial goals, ensured we have an up-to-date will, and has created and updated our financial plan many times as our situation evolved. We really appreciate his proactive nature and how he continuously keeps us on track. More recently, he has given our family the peace of mind that we can retire comfortably and that our wealth is protected. We have referred many clients to Jeff over the years and continue to recommend him to anyone looking for a trusted advisor."
"Jeff is a pleasure to deal with and someone that is honest and reliable. The financial plan he has created for us is very thorough and has helped guide us to retire and plan for the future. Jeff does a great job in explaining the complex world of investing and makes it easy to understand. We really appreciate his proactive nature and how he continuously keeps us on track. He has provided excellent advice to us and we really enjoy meeting with Jeff for our annual reviews and we know that our portfolio is in terrific hands. We have been a client of Jeff’s since 2014 and have continuously been impressed with his approach to managing our wealth."
“I have known Jeff for almost 20 years and have always known him to be someone of outstanding character. He is honest, has integrity and is someone who competes at a high level in everything he does. My wife and I have both retired in the past few years and Jeff provided us with the peace of mind that we can retire and live on our investments and have a comfortable retirement. Our financial plan is updated annually along with our portfolio and Jeff holds us accountable to making sure everything related to our wealth and finances are in proper order. We are extremely happy with how Jeff manages our wealth and consider him a close friend and not just our advisor."
“Jeff has been our trusted wealth advisor for about 10 years and have always known him to be someone of outstanding character. He is honest and kind, has integrity and is someone who operates at a high level in everything he does. My wife and I are both retired and Jeff provides us with a financial plan that ensures peace of mind that we can live on our investments and have a comfortable retirement. Jeff has also been instrumental in providing us with estate planning advice on transitioning our wealth to our two children and 4 grandchildren. We are extremely happy with Jeff and his extended team."
“I have known Jeff for almost 20 years and have always known him to be competent, hardworking, detail oriented and keen to provide excellent client service. He is very knowledgeable on financial markets and wealth management planning. As an accountant, I have referred many clients to Jeff who are also very pleased with his services. He has helped my clients with Financial Plans, Estate Planning & Estate Freezes, Individual Pension Plans, Insurance, and Charitable Gift Programs, among others. Jeff and his extended wealth management team are fantastic at providing innovative and creative tax planning and go above and beyond to understand the client and their investment goals & objectives. Also, as an accountant, Jeff and his support staff provide me with comprehensive tax reporting packages which helps me to prepare my clients tax returns in a timely and efficient manner.
Jeff and his team have my full confidence and it is a true pleasure working with them.”
We work tirelessly so you can rest easy, knowing your wealth is in the best care.