
My hubby and I finally started to think about planning for our financial future last year. We found Michelle through a referral after interviewing 3 other financial advisors. I can honestly say,...
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My hubby and I finally started to think about planning for our financial future last year. We found Michelle through a referral after interviewing 3 other financial advisors. I can honestly say,...
I'd like to second the positive reviews already posted here -- Michelle and Gene are so helpful and patient! I needed help consolidating my 401ks from previous jobs, but didn't have the slightest...
Michelle is amazing. She is the best in town. She takes time to really help understand your financial goals and ways to reach them. After having a baby recently my husband and I decided we need to...
Michelle was HAPPY/UNEMBARRASSED to report to me 2% fee on 3% ROI in year when market performing well above average ((2013/2014). It had something to do with her "investment philosophy"....
If you don't have someone advising you on your personal financial strategy, go to Michelle and Gene. I can't recommend her practice highly enough. Been working with her for 5+ years and am 100%...