"I have been a client of Greg Felsman and Associates since 2005 following a recommendation from a professional colleague. At this time my finances were in some disarray and I had no direction or financial plan other than to think I would like to retire at 60 but could not see how this might happen.
Following an initial consultation an investment strategy was developed pursuant to my circumstances and has been constantly monitored and reassessed to ensure continued suitability.
Greg, Cass and staff have been professional and friendly in all our dealings, accessible at all times to discuss any aspects of my finances and go to great lengths to be certain that I understand and agree with the strategies employed.
The financial plan developed for me has been successful to the extent that I have recently been able to retire at age 59.
Many thanks for your past and continued support."