I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.

I was a client with these clowns for many years. My advisor was Denis Valle. He started out being…read morepretty effective, but over the years he seems to have taken my business for granted. I couldn't seem to get my questions answered and problems resolved. As an example; I made a $200,000 dollar annuity investment that he apparently screwed up and wouldn't answer any questions about. Complaint letters go unanswered, and I could NEVER find out how much the advising services were costing me. I would just steer clear if I were you.

These people are clowns. From Mark Smith all the way up to WeWork on the 9th floor and back down to…read morethe security at the front desk. I brought in my 4 pound Yorkie in my backpack. and they said he couldn't come in. No policy posted. No good explanation. Just no dogs. These guys are clowns!!

Don't expect any help from this branch or this bank in general first northern is terrible. Go…read moreanywhere else but here honestly. Ben a customer for years and can never count on this bank for anything. Have been hacked multiple times and had to change accounts etc... it's all them.

I've been a customer for 10+ years, and the people who work here are nice, but... if you have a…read morebusiness account, go elsewhere. Transactions take too long.

Great crew, always on it! Wouldn't trust my money with anyone else. Very clear with what they're…read moredoing and no need to worry about correct choices being made.

Garrett (and his team) are an excellent resource for sound advice about your financial health. They…read moreare very responsive, knowledgeable, and have steered us right over the last few years. Garrett helped us develop an strong plan for our retirement and the plan is being executed well. I trust him, his company, and plan to keep them on our financial team until the end. I'm grateful we discovered them!

Exceptional! I…read morereached out to Kenny about multiple insurance products - long term care, term life, whole life. Let me step back and say this first - My family has a long history of buying all sorts of insurance over the last 30 years. In that time, we have met many people in the insurance industry across various roles. With that context in mind let me say this. Kenny is amongst the most thorough, knowledgeable, and helpful people I have ever met. He is not trying to just "sell you something." Instead he works hard to understand why it is that you think you need the insurance you have asked him about, he uses his intellect and creativity to suggest other options if they are appropriate (his feedback many times proved better than my own initial assumptions and work), and wants above all to help you. He is responsive, razor sharp, and high integrity. I started this review with the word "exceptional" - well, there is "exceptional" and then there is "truly exceptional" and then there is "rarely seen level of exceptionalism" - and for me, Kenny is just that.

Was overwhelmed with trying to figure out my financial future, and Kenny took the reins. He was…read morepatient, comprehensive, and extremely helpful in providing lots of options. Definitely a trusted provider that I can't recommend enough.