I was desperately in need of a CFP. My previous CFP had retired and I (figuratively) buried my head in the sand. I set out to research Yelp for referrals. One of the top few was HarborLight Investments. I called and scheduled an appointment with Jason.
When I met with Jason he was attentive, nonjudgmental, and respectful. I left with some "homework" and called him the following week to meet again. My next appointment went extremely well. I felt comfortable. It felt like we were in sync with regard to my financial needs. Jason offered many options based on my circumstances. I was thrilled to be accepted as his client.
I highly recommend HarborLight Investments. Jason listened to my requests and responded appropriately to my needs. With his incredible, extensive experience and expertise, we were able to determine the best scenario for my financial future. I am grateful for his thoughtful demeanor and personalized approach. To me, he represents HarborLight Investments as the ultimate certified financial planner. read more