Nicole Maliszewski
··from Google
Flavio is amazing at his job and so personable! He has helped me and my husband so much so far and we’ve only begun our journey together. I would recommend him as a financial advisor to anyone who needs it, especially younger people who many advisors look over!
Cookie McMillan
··from Google
Flavio has been more than helpful in transitioning and managing my accounts. He has made himself available to me and explained things for this math idiot in a way I can understand. Would highly recommend him to be your financial advisor, I know I’m glad he is mine!
Dawn Morea
··from Google
I was not happy with my previous advisor. Then I met Flavio, he put my mind at ease, made me feel like an actual person not just someone investing my money. Felt like I have known him all my life. Very happy with my decision! I highly recommend him. I have referred 2 people to him already! Thanks Flavio
bill hatch
··from Google
Flavio is always available to answer any questions you have. He gets back to you quickly. We feel confident that he is going to invest our money wisely
June Schubert
··from Google
We have been very pleased working with Flavio to achieve our financial needs. He has explained our investments throughly to us and has always quickly gotten back to us on questions we have had. He has also met with us whenever it was necessary to sign paperwork or go over our accounts with us.
Just Vonna
··from Google
Flavio is wonderful! He has always been so helpful and genuinely seems to care about what decisions we make. We have been very happy and satisfied him and the services he provided!