I've been with Marley for about a year now. We transferred all our accounts over to them and they've discussed ways we can go about best optimizing our money. Todd has been fantastic.
I know that they are in it for their customers because I was not, by any means, on the high end of investing. Still, they treating me well, and with respect, and found a way to work with me. They were great.
I like that Todd and his team are right there for you all the time. I can text, call, or stop into the office if anything ever comes up and it's not a big deal. They don't hide from you.
I've been a client with Marley for 2 years and don't know what else they could do to improve. I'm much more comfortable with my financial situation than I was when I first started with them, and I'll keep them moving forward.
Their experience is very valuable to me. It creates a knowledge base that you can't get merely from training.