Andy has been my advisor for almost 10 years. He has helped me grow my funds and guided me through some difficult financial times over the years. Andy is professional and extremely knowledgeable on the market, stocks, planning for education, estate planning, retirement planning even future expenses whether it your kids or yourself. He takes the time to listen to his clients, ask questions and explain something if you don't understand it. I have used him in all the categories.
I mentioned to him I wanted to purchase some stocks and he went through the positives (and negatives if any) of the stocks I was interested in purchasing plus explained the ones he recommended to purchase. When my daughter was going into a college, her masters then planning med school, he helped both of us navigate through the numbers and benefits of what we thought and his recommendations.
I would highly recommend him. Many of my friends are his clients and they speak very highly of him too. He is always available by phone for myself and daughter. I can leave message and know he will get back to me. I was on vacation needing some money transferred that weekend so it would be available by middle of the week.
Read less read more