Archive for October, 2021

 
  • 10 Things to do by 60 for Financial Security

    Our friends at Joseph Palmer & Sons provided this insightful article based on an inspiration one of the partners had in recent meetings where it dawned that clients were clearly […]

     
  •  
 
 
 

Testimonial

I was looking for someone to help me with a fairly complicated financing situation, and Paul who was referred to me by a friend said he had great expertise, was very trustworthy and just overall a good person. I contacted Paul and after my first conversation with him I was definitely sold! He took time to understand my situation, provided excellent advice and kept me updated the whole way through the process. He was very happy to answer all my questions, no matter how silly they were, and always responded very quickly. I always felt like he was working in my best interests and cared about getting the best outcome for me - which he did! I can’t recommend Paul highly enough, and I will definitely be using him again for any other financing needs in future.

- Michelle Macaulay