Testimonials

My expectation for a financial planner is that he/she has my best interests in mind and that they are able to answer questions and be easy to get in touch with. I valued Anthony explaining everything clearly to me and being flexible in terms of our meeting location and when convenient for my schedule. Mr. Visconti met my expectations as a Financial Planner and I would be happy to recommend him to family, friends and work associates.

Our expectation when working with a financial planner is that they are knowledgeable, patient and current on the services that are available. We valued the knowledge and expertise that Mr. Visconti had regarding financial planning and how it relates to our situation. He took the time to explain to us the options available to us as a family with young children. We felt very comfortable asking questions and seeking further clarification on the different products and services available. Mr. Visconti met and exceeded our expectations by being flexible, patient and knowledgeable with the financial services that were available. We were thoroughly satisfied with the level of customer service we received and would only hope for continued service in the future as required. We feel very comfortable recommending Mr. Visconti to our family, friends and work colleagues and have gladly already done so.

Our expectation when working with a financial planner is to formulate plans tailored to our goals. We truly valued Anthony taking the time to discuss our current financial situation and goals and the plan he helped us implement to achieve our goals. Anthony definitely met our expectations and we would highly recommend his services to family, friends and work associates.

Pages