Client Testimonials

I have been a client of Vic's for over 20 years. We met because we were peers, as I was a banker and I was looking for an advisor to help with my investments. I spoke to a few advisors and I felt the most comfortable with Vic and just liked him best. Over the years, I have transferred all my investments to him and he now takes care of 100% of my portfolio.

I wouldn't hesitate to refer Vic and in fact, I have referred him to several clients. He is very knowledgeable. By far, I appreciate that he doesn't “sell” me on his recommendations, he "suggests", he doesn't push. I can count on him to make well thought out suggestions. 
He touches base regularly. Not more than a couple months passes without us staying in contact. I consider him not just my advisor, but my friend.

- Rick C.