Testimonials
Here's what some of our satisfied clients have to say about us:
Frank is one of the most responsive guys in the business. One phone call
or email and he provides your history, current situation, and prognosis for
the portfolio: all the information you need to make or support a good
investment decision. Over the years, we've come into good faith that he
genuinely looks out for our interests.
S. & S. B., Madison, CT
Thanks to Frank, we have started to plan for our
future when we thought it was too late. He helped us sort out our assets,
set financial goals, open a 529 account for our daughter's education, and
'pay ourselves first'. His advice has saved us tax dollars, given us a sense
of security for our retirement, and set money aside for weddings in the
appropriate financial vehicles.
Most importantly, however, Frank communicates with us on a regular basis,
looking out for our best interest keeping track of pending financial issues,
which we might forget. His personal attention is unsurpassed in this
business.
J. & S. B., Whippany, NJ
Frank helped me roll over my retirement assets from previous employment
to a self directed IRA. I now have control of my money, and it will be more
accessible to my beneficiaries than if left with my former employer's
investment management company. He is accessible when I want to discuss
financial matters and has encouraged us to save for our children's college
education and to live by a financial plan.
N. M., Mechanicsburg, PA
 I have known Frank so long that my hair was brown then. We were so young
I know his nickname. He has a fine sense of humor along with an intelligent
and innate ability to advise on investing for the future. He is not one for
the quick "fix of the moment" as we can all see by his love of old autos. I
feel very grateful to call him a lifelong friend having known him since
second grade.
J. G., Westerly, RI
Frank was a big help in settling my mother’s estate. He listened to me
carefully, was able to minimize the tax impact and transfer the flow of
assets on a deferred basis through me to my daughter. Yet I still have
access to the money if I need it. We’ve actually started my own estate plan
by doing this. He’s always available when I call and even visits at my job
when that’s convenient for my schedule.
N. R., Riverdale, NY
Frank clearly explained and helped me understand all of the many options
that were available to me in planning for my retirement. He has always
responded to my many questions in a timely and professional manner and his
service has been invaluable.
G. C., Sayreville, NJ
We have high school age twins with college looming on the horizon. We
have been with Frank since they were in grade school and he has always had
sage advice as how best to plan for their anticipated college expenses. He
keeps up to date with the latest investing options and has made us very
comfortable with our investment decisions. In addition, he has been vigilant
about monitoring our account and keeping us abreast of new opportunities
without being overbearing.
M. & W. L., Mountain Lakes, NJ
Frank has helped me get my retirement plan back on track. Before we were
introduced, several people and companies had opened accounts for me but
there was no real overall management. Nobody had asked me what was important
to me or explained why my money was in those accounts. He worked with me
patiently and let me review his proposals at my own pace before we acted on
anything. Besides, our dog likes him too.
M. R., Roseland, NJ
That's what some of our clients wanted to tell you about us. We look
forward to adding your comments here some day. Why not call us now, and let
us get started improving your financial security today?
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