Anthony was clear, concise, easy to understand and provided useful comparative statistics for our investments moving forward. Our expectations when working with a Financial Planner is that he/she will provide expertise and knowledge with regards to our investments and provide portfolio recommendations best suited to meet our goals and objectives. Anthony definitely met our expectations and we would feel comfortable referring his services to family, friends and work associates.
July 2017
I valued Anthony taking the time to understand my needs and goals. My expectation when working with a Financial Planner is that he/she will provide guidance in respect of the options and providing clear instructions as to the expectations from me in order to achieve the goals set out. He was able to provide realistic options and clear instructions to obtain my goals and objectives. Anthony definitely met my expectations and I would feel comfortable referring his services to my family, friends and work associates.
Sept 2016
My expectation when working with a Financial Planner is to have all the answers I need and to put together a plan that can work for me and my family. I valued Anthony clearly explaining and developing a concise plan as to how I can achieve the goals we set out for our family. Anthony has definitely met my expectations and I would be happy to refer to him my family and friends.
February 2016
We appreciated Anthony's willingness to answer our questions with transparency and an appropriate amount of detail. Anthony is an extremely patient and engaged listener. He explains concepts in a way that we could easily absorb. He remembers details about our concerns and plans, and applies those elements to his recommendations on our financial management. He asks for our input and appears to remain flexible to our ideas and needs. He laid out a specific mix for our investments and explained why these are good choices for us based on his knowledge of our needs and preferences. We have enjoyed working with Anthony so far, and if our newly expanded relationship proves profitable, we certainly would recommend him to our family and friends.
February 2016
Our expectations when working with a financial planner are to understand the differences between the options available and to understand which options would suit our needs, all while getting the best rates possible. We valued Anthony teaching us about all the options available that we wouldn’t otherwise be aware of, along with the convenience of being able to meet with us at our home. He was very organized and very easy to deal with and met our expectations in every way possible. We will definitely be recommending Mr. Visconti to our family and friends and anyone looking for financial services.
Vaughan, ON - November 2015