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Thank you for all the extra time and energy you spent helping me
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Thank you for all the extra time and energy you spent helping me organize my father's investments. You went far beyond what I expected a financial advisor to go. You not Only spent a great deal of time on the investments you sold us but went much further than I ever expected by helping advise and straighten out ones that you had nothing to do with.
As you Well know when I first met you, my father had a much-diversified portfolio with as many as ten different brokers and advisors. He no longer was able to keep track of all his investments. He asked me to help consolidate this into something that would not require active management and that was low risk. I began looking at what he was invested in and quickly found that most brokers and advisors were more interested in their commissions than in protecting and increasing my fathers estate. I found out quickly how poor their service was when I had questions and concerns, They were only interested in selling more products.
You were the only one who took the time to find out what we wanted and how to get us there. You advised us sometimes against your own best interest. I wanted to let you know that this was noticed and appreciated. You know I have not hesitated to recommend you to family and friends as you currently help my wife and me, my sister and my four nieces.
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