Caroline supported me when my husband passed away and took the time to ease my fears about the future. My husband had done all the investing; now with her help I can do it myself.
Caroline responds in a very prompt, courteous and professional manner. She also works excellently with my personal tax advisor and therefore I am relaxed and enjoying retirement.
I didn't realize the size of a tax bill that my estate would have to pay until I met Caroline. She introduced me to her estate planning experts and we came up with a solution. I am so glad that the kids won't have a big burden to deal with when I die.
Caroline has been my investment advisor for over 15 years. I asked her to assist my stepmother after dad died and now she is also taking care of my niece and her husband. We are very happy that she is looking after us.
I have been happy with 20+ years of excellent service and look forward to 20 more.
Caroline sat me down with her tax planning experts to make sure that I sold my business in the most tax efficient manner.