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based on 2,475 reviews

Todd is far from 'just another advisor.' He is thorough, personable and takes all your needs into consideration. I am so thankful he was recommended. I know I am in good hands!

12 May 2022

Early days but great communicators.

09 Dec 2021

At a very difficult time in my life, Todd was very reassuring, explained things to me that I could digest, was welcoming to my family and answered all the questions we had, no matter the complexity. He clearly cares about his clients and loves the work that he does. I am very grateful I have someone handling my finances that I can trust.

19 May 2021

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