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

Professional and easy to talk to. Andy is great for me as a beginner investor, because he doesn't require a lot of money to get started. He explains and even teaches me about where my money is going and the best ways to spend money in my day to day life when I ask. I'd consider his financial guidance extremely thorough and I've only been partnered with him one year, but I'm looking forward to future years! read more

Horrible service. When I put my money there I said to specifically no matter what do not sell X stock. He sold it without asking. When I asked to get some of my money out of the account he said he would email me the forms that day. It's been 2 weeks. I had to call Charles schwab and ask for him to be removed from my account! read more