I am not familiar with financial planners and their services, and for that matter, I have not used any, but when Danial was referred to me I have to say that I appreciate the help and services that he gave and will use him in the future.
I was in a bind regarding an inherited IRA and he was able to save me quite a lot of money (taxes) simply by steering me in the right direction rather than just taking advantage of me during this stressful time.
He also didn't charge me for the advice, gave me a solution that was best for me, and simply thanked me for thinking of him. All I can say is that he is fair, honest and I would gladly recommend him to anyone who is looking for an honest person/company. Thank you. read more