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.

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

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.

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

Do not know What is this? Do not understand what you wan me to write hear. I do no see the questions for the review Normally I see questions from 1 to 10. What are the questions about the review?