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
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?