5 /5 frank buckley: I have been a client since 2004. Jamie and his staff are very professional, knowledgeable, and always courteous.They know every client has different goals and risks tolerances and truly care about every client"s needs. Jamie keeps his client"s up to date with Newsletters and Quarterly meetings. if you have a question or concern just give them a call and it will be answered promptly. I highly recommend them to my Family and friends. If you are looking for a Financial Firm you can trust please don"t hesitate to give them a call.