When Gregg and Chris first met with us, they took the time to listen to our needs, to understand our family situation and what we hoped to do in terms of our financial future. They then came back with some different options that fit our needs. They never pressured or tried to steer us towards a particular option, but patiently explained and pointed out factors for us to consider in making our decision. Once we decided on a course of action, they walked with us each step of the way and helped get things set up. Gregg and Chris are knowledgeable, professional, and personal. They were very helpful to our family and a pleasure to work with. We would not hesitate to use them again.”

G & MHuntington Beach