Like many others, I have had mediocre-to-bad experiences with with the big name brokerage houses. Finding Susan has been a blessing, and relieved my financial anxiety. My family has worked with Susan and her staff for well over a decade now. She has kept our portfolios growing steadily, and we have not suffered in the downturns. She keeps us well diversified in long term investments which have outperformed the benchmarks, but without additional risk. She is sensitive to real trends and shifts, but immune to investment fads. She has become more than a financial planner, she is a trusted friend. We depended on her help and advice when my mother was widowed. Susan has helped me with decisions besides retirement planning, such as "how much should I spend on a house?" and "Is it prudent to buy a new car now?" Susan and her staff are very accessible, and always happy to explain investment decisions.

• Reply
• Add to your collection