I have had the pleasure of working with Brian over the last few years. Initially with investments but now expanded to insurance both personal and professional. Brian, always professional, has been very proactive in identifying and presenting the right products to fit my family’s particular needs. After the changes we have made together I know my family is in a more secure position today and going forward towards retirement. Working with Brian has brought clarity to these sometimes complex issues and I would recommend his services to anyone who is concerned about their family’s financial future.
