Chris has been our families' financial planner for over 5 years
Chris has been our families' financial planner for over 5 years now. He has delivered professional advice on investment planning, retirement planning, ways to pay less income tax & life insurance. He works closely with our accountant and lawyer to keep our financial plan on track. Chris's ability to educate us on our planning superexceeds any expectations I have regarding financial planners. He is very smart, honest, trustworthy, loyal, and just gets customer service. - Crystal Mamchur, iMortgage Solutions