Meeting with David
David was very helpful. He explained everything to me clearly and helped me understand certain investments. I was very impressed with how much he knew about various investments and made me feel very comfortable. Seemed very caring and honest which was improtant.
Sleeping at night
We can't recommend Alan Weiss and his crew highly enough for their ethical and conscientious advise, and for helping us dodge a few bullets over the years.
Very bright, very thorough, very smart advisors
Created a financial and investment plan so my husband and I could plan for retirement. Very impressive!
Greenwich Asset Management Group, LLC manages institutional grade separately managed long bias equity accounts with reputable custodians holding all assets.
Debt Settlement Program was great!
I referred a friend to them as I was contemplating doing debt settlement until I decided to refinance, however I thought their program was great for debt settlement. My friend has had nothing but great things to say about it since enrolling so I thought I would give them some good feedback on his behalf.