Tony has been my insurance agent and financial planner for many years. I have found him to be very knowledgeable and informative in all my dealings with him. I would not hesitate to recommend him to anyone who is looking for good sound and reliable financial advice from a very up-standing and honest financial and estate planner.
Bill Harris
Tony I thought I would let you know about the phone call I got last week. It was from one of their financial advisor guys who suggested that I come in for a meeting. (you will remember they used to have our investments a number of years ago.) I said thanks but no thanks that I have a financial advisor, he said yes but you should get a second opinion. I said he was the second opinion on the work you guys did for us which is why he has our investments now and you don’t. Also for the record you guys couldn’t have cared less about us as you never even contacted us when we moved our money to find out why, so now you want a second chance I don’t think so. After that the call ended quickly.
Thanks again for all your help and advice over the years.
Couldn’t ask for more.
Barb & Dave Catherwood
Thank you so much meeting me and Marcello last night and spending all that time educating us. As we mentioned, wished we would have met you about 5 years ago and have you handle our portfolio. Having said, this, once the tax season is over, we will definitely meet and review our investment, etc. and see what can be done. Let me know if you need anything further and it was a pleasure meeting you…. Thanks, Sylvia Mancini
Hi Tony,
I don’t know what to say as it seems that others have said it for me.
Thank you Tony for your time and knowledge.
Best Regards,
Thank you for your friendship over so many years and your wisdom in the area of personal finances and your ability to convince for the good of the client as well as you do Tony. You are excellent at your work no exaggeration in saying so!
Tony,
Thank you for all your hard work, especially finalizing the hidden benefits we would not have known about if it hadn’t been for your due diligence! We are very grateful and look forward to doing future business with you!
Sincerely,
Arlene & I are more than happy with the personal, and professional service you have provided us over the past ten years! You truly care for our concerns and needs, counselling us wisely when making decisions regarding our portfolio in our retirement years. We would not hesitate to recommend you as a Financial Advisor to any of our friends!
We are enjoying our vacation using some of the money earned by our portfolio that you manage so well for us. Take care.
Tony,
I'm happy to refer anyone, since you do such a terrific job for us.
Thank you,
Henry and Judy Bosje
Thank you for your help this past two weeks. In often self-serving world that we live in today, it is nice to have a representative who actually cares about his clients. You not only helped me with the loan that was badly needed, but gave me a few financial tips as well.
In a tragic year, where my husband died, and my cancer re-occurred, it was a pleasant surprise to have a total stranger reach out.
Thank you,
Hi Tony
My wife and I were experiencing a lot of financial stress. We were fighting with each other and starting to loose sleep. We met with Tony and strongly believe it was the best thing we could have done. We learned that our situation wasn't as bad as we had thought and that we are not powerless to debt and can come out on top! We honestly left feeling recharged and motivated. We are now driven and working as a team, instead of fighting each other over money and lack of drive. We're glad we came to Tony and that we have him behind us!
Thank you Tony, from our family to yours...
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