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.
I've been with Marley Financial for about two years now. I use a variety of services including life insurance and financial planning, and they've been great. Neil and Bob are trustworthy guys.
They really know their products. They are better equipped to help you find the right solution because they know their business inside and out.
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.
They are very personable with their clients. They treat them as individuals, not merely accounts.