If I had a real close brother who I shared things with, it'd be Todd Marley. I can talk to him and he doesn't minimize what I'm trying to say and makes our conversations worthwhile. Responsible guy.
I've recommended several people to work with Todd on their finances, and he's always been so accommodating with us. It's only been a couple years as a client, but I"m already noticing gains in my portfolio and feeling good about my money.
Todd will do what it takes to satisfy a customer. He's stopped over outside of work hours before to resolve issues, and I recommend him to anyone with any questions regarding finance.
They are extremely informative and experienced as a group. They will certainly keep you informed about their products as well.
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.
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