“After retiring, my family and I explored numerous options to help us find the right advisor. We had to choose someone with knowledge, integrity, and most importantly honesty. We found all those qualities in Memo and decided without hesitation to invest with him.
Now, after almost 10 years and numerous meetings with him and his team of advisors, we feel that we couldn’t have made a better choice. We have so much confidence in Memo and his team and have made many referrals to them over the years. I can sleep well knowing that Memo is looking out for my best interests. Hats off to Memo and his team for a worry-free experience for my investments.”
— Mr. Gary F.