"I met Andrea in 1998 at a crucial time in my life. Because of her guidance, understanding and compassion, she became my Financial Advisor. Andrea always keeps in touch, counsels and explains all aspects of my portfolio and estate affairs. Andrea is honest and trustworthy and I would not hesitate to recommend her for her expertise."

— E.P.

"Andrea has been incredibly attentive to our daily financial planning needs and has ensured that our pending retirement transition will enable us to continue living comfortably. Her depth and breadth of knowledge, for all life needs (mortgage, insurance, mutual funds, etc...) in addition to her qualifications, make Andrea an ideal Financial Planner. We feel totally confident putting our future into her capable hands."

— L.S. and E. S.
Belle River , January 04, 2011