Donna and Craig Williams, Loveland, Colorado

Over the past year I’ve been thinking about what to do with my retirement money and was kind of lost with all the choices out there. When I met Greg I didn’t feel any pressure at all. He simply rolled out his plan options that took all of about an hour and we were on our way home. Greg didn’t push me to make a decision at all, he simply reminded me every month or so, or when I asked him to, that he was still there. When I finally scheduled a meeting with him he took his time explaining everything in detail to my husband and me and was able to explain it in different ways for our different needs. He has a way of really listening to you and treating you with respect. What a great people person! I would recommend Greg’s services to my closest friends and family.