Mr Stanley was very knowledgeable and… Mr Stanley was very knowledgeable and honest on all topics..

James Stanley- New Life Insurance Policies James Stanley did an excellent job of explaining the life insurance policies we purchased today. He was generous with his time and answered all our questions.

John was very helpful and thorough John was very helpful and thorough. No pressure, just very informative.

John Congdon has been our financial… John Congdon has been our financial planner for over three years. He is knowledgeable, meticulous, accomodating, and friendly. He has been very helpful and we believe, by the advice he has given us, to be acting in our best interest. We like him very much and hope to work with John for many years to come. We highly recommend him to others.

Very pleased with my experience. Aaron was very knowledgeable and sensitive to my needs as he walked me through my Living Trust to determine any changes that might have to be made. I felt very comfortable discussing all aspects of the document and when he left I felt I was in good hands.