Brian was absolutely great! Not only did he hold my hand through the entire process, he also made sure that ALL the details were taken care of; from coordinating with others that were ensuring that I could get the funds into an account that I could control, to spending over an hour on the phone with the IRS to correct an issue. Overall, Brian gave top notch service and attention; all my needs were met.
Request a Call
Would you like to speak to one of our financial advisers over the phone? Submit your contact information and we’ll be in touch with you shortly. You can also email us if you prefer.
Note: Your personal information is kept strictly confidential.

