Testimonials

Randy has proven to be a very knowledgeable, organized and conscientious individual in the investment arena. His character, loyalty and interpersonal skills have translated into a great friendship over the years. Randy will definitely be a great asset to your investment portfolio.
John

Randy Perram is as solid a financial advisor as you could ever want. He took the time to help us establish the kind of investor we were, identify our objectives, and clarify our risk tolerance. Then, he simplified the investment choices before us. He has provided sound advice always, but especially through tough times in the market. He has counseled us through difficult financial times. We've had our portfolio with Randy for several years, and with prudent investment choices guided by him, we have seen it grow. We like the knowledge and competence he brings to the table, his friendly, easy-going style, and his trustworthiness.
Ray & Michele

One area I find particularly useful is Randy’s knowledge and the time he takes to discuss my various options. Often he throws up areas which need to be considered or seen from a different angle.
Ron