"I found Judah by accident, and it was the best thing that happened to me financially (and personally). I am in my early 60s and have had no prior financial advice or guidance. Judah helped me to identify, consolidate and organize my finances, plan for my retirement, and in general get my financial act together. His advice has been solid, and he made me feel more confident in myself and in my financial future. I am so grateful for his advice and for helping me identify my goals and get organized to meet those goals."

- Lee T.

^{Lee T. is a current client and was not compensated for his testimonial. His testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202608-7041796}

"Scott has done a great job over the past several years helping my wife and I create financial goals for our retirement. He has successfully led us from our pre-retirement investment strategy to our post-retirement strategy. Scott listens to us about what types of companies we want to invest in and makes solid recommendations around our preferences."

- Dennis F.

^{Dennis F. are current clients and were not compensated for their testimonial. Their testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202610-7299637}

"Judah guided us through the planning process with high ethics and has been always very sensitive and sympathetic about our questions and investment concerns, ensuring he realistically understood our most important goals. Judah is a very warm-hearted individual and empathetic professional who truly took the time to understand us as people and what risk levels and future plans matters most to us. We value that involvement, consideration and care when it comes to planning for our future."

- Marcelo L.

^{Marcelo L.is a current client and was not compensated for his testimonial. His testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202608-7089678}

"Scott has helped us find the right investments and strategy for over 7 years. He understands our goals and answers all of our questions clearly and patiently. Thanks to Scott I now understand how annuities work and which ones are the best fits for my investment plan. Scott and Judah have been unfailingly helpful, reliable, and pleasant to work with."

- Dennis G.

^{Dennis G. is a current client and was not compensated for his testimonial. His testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202610-7314711}

"Judah has become a good friend as we have worked with him. He’s the best!"

- Laurie L.

^{Laurie L. is a current client and was not compensated for her testimonial. Her testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202608-7041793}

"Scott has provided excellent advice and oversight to ensure my financial goals are achieved. He listens to my concerns, promptly answers my questions, and always take the time to ensure that I fully understand any ramifications to investment strategies. It’s a pleasure working with Scott."

- Patricia S.

^{Patricia S. is a current client and was not compensated for her testimonial. Her testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202610-7260171}