After a concentrated effort to understand our current financial needs as well as our needs for the future on our own, we realized we needed professional guidance. For years my wife and I have been searching for a personal financial planner. The reason it has taken so long is that we couldn't find an individual and a company that shared our same faith based values. I'm not saying we were looking for an individual who shared our same religion. We were looking for an individual who shared our family values, who also was able to communicate clearly an understanding about our particular financial situation. Derek Miser with his associates have demonstrated a keen understanding of our needs and goals. Derek's personal attention and feedback both written and through numerous phone conversations and personal visits have made all the difference. Derek is honest, knowledgeable and an all around great guy. If my parents were still living, we would have recommend Derek to them. We have referred our grown children to Derek. That should tell you the tremendous confidence we have in him and his company. read more
