Gail & Greg

Dear Peter, We would like to express our thanks to you for the work you do in managing our finances. The service you offer is personable, friendly, and paper-free (good for the environment!).
Investments are not our area of expertise; we don’t have a clue about where best to invest our money to support our retirement. We appreciate the choices you make on our behalf and trust that you have our best interests at heart. We are confident that with your knowledge and sound advice we will be able to sustain the lifestyle we would like well into our old age.


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