Harrison
GBAmazing holistic financial planning partner Advisor is an amazing partner for holistic financial planning - getting organized, setting clear goals, and setting an action plan to get you there. I'm happy I graduated from my robo-advisor to a more well-rounded financial approach with Advisor.
Kevin Dzierzawski
GBGood advice, busy slow Good advice, slow to respond. Has taken longer to get going than I was anticipating.
Marc Williams
GBGreat Team and Exceptional Experience Great team and exceptional experience! I’ve learned invaluable insight into my financials and it feels great to know I have a dedicated representative to reach out to anytime! Highly recommend.
Ian Dore
GBSo far so good (few months in) So far so good (few months in). It’s been helpful to have an all encompassing financial advisory team and I’ve felt more confident in my financial position because of it
Kyle
GBLove Advisor Advisors are high level and technology is phenomenal as well.