Core Investments does great job managing my investment and pays nice interest on top of that. Reliable, honest company, great for retirement... Very Happy....
I was getting ripped off. Performance was weak
They reviewed all my assets and helped me realize I could have done better in an index fund. Currently getting charged up the nose as well. For 1/6th of what I'm paying now I can hire them as a "coach" and potentially better my results. These guys are VERY responsive and listen!
Peace of mind for my future!
After I went through a divorce I had assets that needed to be invested for my future as I am unable to work. My main concern was would my settlement provide the income I needed. Russell and Allison were able to come up with a plan suitable for my situation. I am looking forward to living comfortably for the rest of my life thanks to this firm.
Solid finacial advice
When I retired I felt I needed consolidate my IRAs, 401 and equities in an effort to develop a plan and direction to carry my wife and I the rest of the way. Dick and his staff have provided the financial information and advice that I was looking for. In addition, SJA has directed me to and worked with my estate lawyer, accountant and banker to assist and advise as we developed a total finanical plan.
Roger Green and Green Financial do a wonderful job
I have been a client of Roger Green for over 10 years and have had wonderful, attentive service from Roger and his staff. They make you feel welcome and provide prompt efficient service whenever I call or visit their office. Of all of the businesses I have worked with, Green Financial is one of the best in terms of customer service.