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Kelly Terebieniecvia Google

about 2 months ago

She was great... I just wished I had known what I needed prior to the meeting... I could have sent it to her.. prior... instead I was trying to find websites.. resetting passwords... and think that could be helpful... :)

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Raeanna Rabbittvia Google

about 2 months ago

Attila Morgan provided excellent guidance regarding my retirement options and NJ pension. She possesses a deep understanding of the system and was able to answer all my questions with clarity and patience. Beyond her expertise, she is very relatable, and it was a pleasure connecting with a woman who understands the nuances of retirement planning. I feel much more confident about my future after our meeting.

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Sandy Schumachervia Google

3 months ago

Lou was great! He has a lot of knowledge in multiple financial areas. He really seems to care about people and making a difference. He was patient, attentive and supportive. Everyone's financial situation is different. He doesn't make you feel judged if you don't have a ton of money. He really wants to work with what you have to try to improve your overall financial picture. I look forward to working Lou with long term.

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Nell Rubyvia Google

4 months ago

I have not been paying attention well to my retirement savings, in a sort of "hold your breath and hope for the best" situation--although I know I'm a grown up, I have avoided thinking and doing much with my financial portfolio. I took some advice when I started saving and basically left it alone. I feel ignorang about the financial world, and everytime I approached it, I saw how much I needed to learn. I've had several financial advisors approach me over the years, and I would ask them questions, and get responses, but nothing that made me feel like they were particularly interested in me and my future. This was different with Nephi from Forthright, with whom I'm about to hae my third meeting. He explains things in a way that feels relevant and respectful. Of course, now that I am two years from retirement, I'm definitely also a much more interested and motivated participant as well. The first meeting I had was reassuring in a sort of "I think you're gonna be alright just looking at the initial numbers" sort of way, and he scheduled a follow up meeting so he could do the detailed number crunching on switching my non ROTH IRA's to ROTH, and other ways of thinking about how to move the money. Most importantly he shared with me reasons for being more risk averse as I consider retirement (I am two year's out). In the second meeting he was excited (in an admittedly nerd-like way, who doesn't love a nerds when it comes to our money?!) to show me the various ways I could save and improve my retirement portfolio. I trust him, and like him--very personable! Shared his story about working in private sector (with lots of rich cats and lots of dollars) and that he moved over for the civilized reason that he thought he could make a better impact on the little guys. (he didn't say it like that, but that's how I got it, and I'm a little guy). I highly recommend this financial advisor!

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joni irelandvia Google

4 months ago

Kyle was great. He asked questions I didn't think of and his help is inmeasurable. I would definitely recommend him to anyone needing assistance with their retirement process. He was very thorough. Thank you so much Kyle!!