Brendan has provided me with reliable and transparent advice around my investments.  His meeting notes allow me to easily see what we have accomplished and ensure my priorities are being addressed.  I have recommended Brendan to other family members who have also been pleased with his service.

 

Irene

Owner at Accounting Firm

Brendan’s service has been responsive and has provided some creative suggestions that have been helpful managing risk and saving tax dollars.

 

Greg

Architect and Partner in Firm

Brendan has been attentive to our needs and is easily accessible. He makes us aware of investment options that are practical for the times and meet our needs. We are very comfortable with him managing our retirement portfolio.

Erica

Retired