Praise is best heard in third person
“Paolo has given me a greater understanding of my finances than advisors I have had in the past. Not only does he have the knowledge, he has the ability to explain the terminology and the processes involved. The fact that he meets with me and my husband in the comfort of our own home also makes it easy for our busy family!” - Kirsten
Praise is best heard in third person
“Paul has been my financial advisor for 2 years. His understanding and knowledge of all things financial is overwhelming. He gives you sound advice in a simple and direct method. I have been very pleased with performance of my portfolio in the last 2 years. My rate of return has exceeded my expectations. My only complaint is that I should have met Paul sooner. I strongly recommend Paul to anyone looking for a person who will give you sound financial advice.” - Berni, B.A.
Praise is best heard in third person
"Right from the start we knew Paolo had a great work ethic and his interests were seeing our family succeed financially. Over a two year period (while we weren’t his client) he would check in with us on a regular basis to see if our financial goals were being met and to also provide us insight into current market trends. At that point we knew he was the type of person we wanted working for us to achieve our financial goals; we hadn’t received that type of advisor atten¬tion in the past. Aside from his work ethic, Paolo is very personable, takes his time to understand your requirements and is a wealth of knowledge for supporting our current financial plans and also tabling new ideas. - Guido & Andrea
Praise is best heard in the third person
"Paolo has been our financial advisor for the past three years. As a retired couple we have required financial advice specific to our changing needs. He met with us initially in our own home, and formulated a strategy along with our input. The plan that he formulated was successful; we are very pleased with it. As our needs changed, Paolo was very prompt at following up our requests; even to answer simple questions; he has always given us the time of day, with patience and a most pleasant confident manner. We are delightedly pleased with his guidance over the past several years in the difficult investing period.” - Larry & Bettyann