About Uschevron down

Reviews

Trevor W.

04/27/2017

Highly ethical advisers. They look at the whole person - lifestyle preferences, taxation situation, estate planning, Will, investments, income, etc - not just investments. They do not steer clients into products that earn them commissions. Where a commission-earning product is suggested, it is fully explained and alternatives are also offered. My experience is that my income in retirement is double that recommended by other advice i received when i approached retirement. I cannot speak too highly of this practice, after years of dealing with them.