Trusting Rob with my money is trusting Rob with my life. I was not happy with my prior financial…read moremanagement service, and so I switched to Rob. He's been great! He is incredibly responsive, knowledgeable and dependable. He takes the time to work things through with me to best meet my needs. He is supportive and kind. He is just the best!

Rob has been our financial manager for a few years now and we could not be happier. He is always…read moreavailable for questions, he is incredibly knowledgeable and easy to work with, and we feel confident our money is in good hands. Rob has been great at being upfront and honest about our financial situation and is working with us to help reach our retirement goals. He is always willing to discuss the current market and calm fears about volatility. I highly recommend Rob!

I did a lot of research before selecting someone who would be taking care of my life savings. I…read moreknew that I wanted a fiduciary A person that would put my interests first, before some investment group. When I found Jeff he checked all the boxes. He was very knowledgeable and easy to talk to. He was able to answer all of my questions and put me at ease. A real professional excited about his work and taking care of me! I have been with him for about six years now, no regrets. Give him a look if you are interested in finding a good investment.

From the owner: Custom Financial Plans, Retirement Income Planning, Active Investment Management, Income and Estate…read moreTax Reduction, Medicaid Planning, Tax Planning, Social Security Maximization, Risk Management, Business Succession Planning

Earl was great and handled our agreement with ease and professionalism. He's not your typical in…read moreoffice high priced attorney, like the ones I used to work for, but rather relaxed but responsive to questions! Since our matter was fairly simple and in his area of expertise, I can only speak for our experience. Great guy!!

I've never met someone so genuine in this field of work. He helped me tremendously and would…read moredefinitely recommend UDA to anyone seeking his services.

Jed the loan guy (what I call him) seriously worked harder than anyone we've ever met to get us the…read morebest rate possible during these crazy times. He knows VA loans inside and out and helped us get a rate that worked with our current financial situation and future goals. He's honestly the best broker I've met and I've met A LOT. I promise you will not be disappointed going with Jed!

Teamed up with Afortus for over nine years and have benefited from the daily preset appointments…read moreand ongoing training. Their systems and tools have given me the consistency, support needed to succeed and achieve my income goals. And on top of that everything is done remotely. Thanks Afortus.

Good company that provides leads rather than selling them to you. Gives you the flexibility to work…read moreon a weekly schedule with hours you set for yourself.