You are wonderful !! Thank you so much Eric.
Thanks so much Eric…I do appreciate this. And ….yes it is because we met in 1998 I have a good retirement plan….
Yeah!!! Thanks Eric, great job across the board on all of this stuff Lisa and I really do appreciate the effort and the careful advice and guidance. Cheers!
Thank you Eric.You are a very reliable guy….Thanks much,
As always, thank you for supporting me every year that I have done this crazy worthwhile thing. You are a true pro at what you do and how could anyone not trust you! Pro-active, caring, good listener and good worker. It’s a biz that sees people coming, but you see em as they are. Great replacement for Marg Shirley who passed from what I’m riding for.
You are the greatest! and how was your holiday?
… they thanked me that they had learned something new – so I pass the thanks on to you (who knows how many people you may have helped today).
Thanks again for the ‘kick in the butt’ (I really needed it) and I actually feel empowered today.
Donna and I appreciate all the great and efficient service you have provided. The new payments are going to be just fine. Donna and I are in the process of putting together our estate plan. If during our planning our insurance needs change we will contact you for further consultation.
Once again thank you for taking care of this for us.
I just wanted to thank you for meeting with me last Wednesday to go over my portfolio.
I want you to know I appreciate your honesty and knowledge of the financial world. You have done a wonderful job of my portfolio and I have always trusted your suggestions and have never worried knowing you were handling it. You are a very friendly, top-notch business man and I consider you a good friend.
Statement of Commitment to Clients: My commitment to you is to act with the care and diligence of a reasonable and prudent person conducting his or her own financial affairs. Statement of Financial Advisor Role: We believe our best tool is the ability to ask questions. While financial problems may be complex, the solutions often are not. There is strength in simplicity for most clients.
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