Some of my concerns were caused by confusion due to wrong information received from a former account. It was rectified after many conversations
"Ted and is team have been everything that we are looking for in an advisor. They helped us navigate some choppy waters with some inheritance accounts. It is very important to us to have an advisor that we can sit down with face to face and not be passed off to a staff member or associate.
Thank you"
"After going to preparing for retirement meeting, with great information, My Husband Ed was already retired, Ted made me feel I could retire too, enjoying retirement now!
Thank You Ted and your office staff"