Vince has exceeded our expectations consistently in all ways. He’s smart, organized (thanks Carey!), assertive, respectful and uses easy metaphors when I get that glazed look in my eyes. My well read husband challenges him often but Vince always has great information to back his opinions. He’s also extremely personable and makes sure there is time to catch up between meetings. Vince and Carey are a really dynamic team and they round us up for regular meetings and ongoing planning. Vince has been instrumental in making our retirement stress free and we know he’s got our back. He’s really passionate about what he does and you get drawn into that. He’s the best advisor we’ve ever worked with hands down.
Vjm
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November 07, 2023
I have trusted Vince with my finances for 8 years. He always stays on top of the financial world as well as keeping in touch with his clients. I wouldn’t hesitate to recommend him and in fact
I have done so.
David Ellis
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January 28, 2019
Vince is an exceptionally knowledgeable financial advisor and a genuinely nice human being to boot. He is well prepared, thorough and attentive to the needs and whims of his customers. Vince and Carey make a great team and I know that my family's financial future couldn't be in better hands!
Berte Marr
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February 14, 2020
I love Vince’s work ethic. His priority is working with me to help my investment portfolio target my goal financially for a comfortable retirement. He keeps up with the changing global economy to ensure a positive outcome based on my comfort zone of investment. His passion being the best he can be as a financial advisor gives me great confidence that I am well looked after. I trust his expertise and is brilliant. I also like how he stays in touch with me to review my portfolio regularly. He is the best so far over the many financial advisors I worked with before - a keeper for me. ❤️
Rona Archer
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February 15, 2019
Vince is an excellent communicator: He asks good questions, really listens, and clearly explains. His willingness to take the time to understand and to make sure that we have understood make him invaluable as a financial advisor. He has set our feet on a financial path and he checks regularly that we are still comfortable with it. We can relax knowing that Vince is watching over our finances. Need I say more?
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Vince has exceeded our expectations consistently in all ways. He’s smart, organized (thanks Carey!), assertive, respectful and uses easy metaphors when I get that glazed look in my eyes. My well read husband challenges him often but Vince always has great information to back his opinions. He’s also extremely personable and makes sure there is time to catch up between meetings. Vince and Carey are a really dynamic team and they round us up for regular meetings and ongoing planning. Vince has been instrumental in making our retirement stress free and we know he’s got our back. He’s really passionate about what he does and you get drawn into that. He’s the best advisor we’ve ever worked with hands down.
I have trusted Vince with my finances for 8 years. He always stays on top of the financial world as well as keeping in touch with his clients. I wouldn’t hesitate to recommend him and in fact I have done so.
Vince is an exceptionally knowledgeable financial advisor and a genuinely nice human being to boot. He is well prepared, thorough and attentive to the needs and whims of his customers. Vince and Carey make a great team and I know that my family's financial future couldn't be in better hands!
I love Vince’s work ethic. His priority is working with me to help my investment portfolio target my goal financially for a comfortable retirement. He keeps up with the changing global economy to ensure a positive outcome based on my comfort zone of investment. His passion being the best he can be as a financial advisor gives me great confidence that I am well looked after. I trust his expertise and is brilliant. I also like how he stays in touch with me to review my portfolio regularly. He is the best so far over the many financial advisors I worked with before - a keeper for me. ❤️
Vince is an excellent communicator: He asks good questions, really listens, and clearly explains. His willingness to take the time to understand and to make sure that we have understood make him invaluable as a financial advisor. He has set our feet on a financial path and he checks regularly that we are still comfortable with it. We can relax knowing that Vince is watching over our finances. Need I say more?