The friendliness that they'll approach you with, and their expert attitude will let you see that this is a financial planner you can count on.
We tell the people we refer to Marley Financial Group the exact same thing...it doesn't matter how much you have to invest. It's worked great for us. Their services are high quality.
I like how informal your meetings with Todd are. He has actually appeared at my house in work boots covered in mud just to let us know something. He's a blue collar guy.
I'd definitely recommend Marley Financial to anyone looking for some advice on their finances, investments, anything to do with money. I heard about them on the radio and figured I'd give them a shot.
I really don't have a lot of disposable income, so what I do have I need to feel like I can trust someone with it. I feel that way with Todd Marley.