"We were very pleased with the service we received…we were treated
with great respect."
- Rhonda Lerche, Monroe
"…was responsive and helpful throughout the whole process. And, best
of all, they delivered results."
- Robert Krim, Executive
Director, Boston History Collaborative
"Following my departure from my previous employer of 13 years, I was provided
with excellent advice concerning the transfer of my pension proceeds into a mutual fund-based, self-directed RSP. My portfolio
has performed exceptionally well since its inception two years ago."
- S.M., Arlington, MA
"We are so pleased with the job Coleen did for our La Jolla residence, we
didn't even hesitate to commission her for our new home in Palm Desert"
- A.J., La Jolla, CA
