Testimonials

Comments like these from our clients inspire us to do what we do:

"Kevin, Kyle and Chris make an 'outstanding team' in the financial management sector. Their consistency to provide exceptional service, wisdom, insight, reliability, effective communication, and professionalism, has provided us with confidence as investors. . . ." - Elaine and Bill K.

"Kevin Mullane has been our financial advisor for over twenty years.  We feel that he has managed our money very well and has stayed within the values and guidelies that we discussed with him.  His disciplined investment approach has allowed our portfolio to thrive." - Diana and Harold W.

"Thanks for being Dad's advisor.  He really trusted you, and your management of his account allowed him to enjoy his golden years to the fullest." - Judy G.

"Kevin and his team confidently guided us through the recent tough economic times. . . . Honest, reliable, ethical and highly recommended." - Cathy and Brad R.

"The most important aspect of my relationship with a financial advisor is trust. I trust Kevin Mullane and his team to do what he feels is best for me and my family." - Kyle C.

"I have entrusted the management of my retirement investment portfolio to Kevin Mullane and his competent team.  Kevin and his team are personable and communicate thoroughly the intricacies of the investment world on a level that I can understand. . . ." - Doug L.

"We moved our retirement savings portfolio over to Kevin and his team a few years ago.  With that change, the difference in our experience with investment advisors has been very noticeable. We appreciated the initial time that was taken to put together a cohesive plan. The attentive service has been great. Overall, we are feeling a lot more comfortable about our investments, and confident that we have a strategy in place to get where we want to go." - C.N. & L.S.

"We have been with Kevin for over 20 years. Kevin and his team may not always tell you what you want to hear, but they have done an excellent job keeping us on the right path to meet our financial goals.  No big promises -- just straightforward, no-nonsense advice with solid results.  I would highly recommend Kevin and his team." - Mike K.