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Testimonials

You are wonderful !!  Thank you so much Eric.
Barbara


 

Thanks so much Eric…I do appreciate this. And ….yes it is because we met in 1998 I have a good retirement plan….
Jean

 

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!

Jeff

 

Thank you Eric.You are a very reliable guy….Thanks much,
Steve

 

 

Hey Eric,

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?
Regards
Dave

 

 

 

 

…  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.

Nancy

 

 

Hello Eric,

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.

Regards,

Chris

 

Hi Eric,

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.

Thank you again Eric, for everything.
Barbara

 

 

 

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