My wife and I really enjoy working with Alec not just because he’s friendly and engaging, but because he’s enthusiastic about our portfolio. Our prior financial advisor called us about once a year to check in and didn’t reach out during certain economic situations that could have been good opportunities for investment. I hear from Alec regularly via email, text, and phone, advising me of market conditions and time-sensitive purchase options. Speaking to the creative support that Alec provides, we made the decision to invest a small amount of our young son’s savings for him and Alec made sure to be able to speak to those funds separately and then report back to him on how it performed, so that our son got an introduction to concepts like return on investment and the time value of money. It feels as if Alec treats our family’s portfolio as if it were his own and makes the most educated decisions possible at the time.
The statement is a testimonial from a current client of the advisor as of 03/28/2023, and may no longer be applicable or a client. No compensation was paid in exchange for the testimonial, it was not solicited by the advisor, and client consents to use of this testimonial in the advisor’s advertisements. The testimonial is not representative of all client’s experience with the advisor, not based on performance, and not a guarantee of future performance or success. Investing involves risk and isn’t always profitable.
