My first encounter with Brett was in a retiree presentation he did and I made an appointment from that seminar. He is enthusiastic and very cognizant of the needs of clients nearing or in retirement. He looks for investment geared to your risk tolerance & wealth preservation. He has contacted me regarding market changes in my portfolio and suggested before alternatives, which I appreciate. He is knowledgeable on tax events and strategies to save you on taxes too.
Marla Hein Stone
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