After working on my father's estate for several weeks, I finally got around to meeting Lisa. If I…read moreonly had met her sooner, I would have been able to head off a few headaches that kept cropping up. She is extremely knowledgeable.

From the owner: Personal and Business financial planning. Retirement planning. Life Insurance, Long Term Care…read moreInsurance, Securities, 401k, IRA's, Protecting what matters most.

I've been working with Pearl for a few years now. I love her responsiveness when I have questions…read more She is a master at explaining things and I always feel comfortable that I know all the facts when the conversation is over. Her personality and energy are a breath of fresh air. I am grateful I found her as now I have a clear roadmap to my financial future.

If I could give less stars I would. If you like super aggressive women, who repeat the same phrases…read moreover and over, as if you were born yesterday and had spent no time on the planet then Pearl is your gal. If you are looking for an advisor who cares mostly about how big your account is and then threatens you with slander when you say you are moving your accounts, then Pearl is your gal! I have never had a worse experience with any financial advisor ever! If you choose her after this warning you deserve everything that's coming to you. And, Pearl I am "eternally grateful" to be parting ways with you!