I was recommended to call Bob by a friend in order to do some rollovers and consolidate my various…read more401k plans into a single IRA. Not only was he able to do that for me, he got me a really nice plan which actually added value to my rollover. He had a lot of other options, like plans with guaranteed returns, etc. He also offered health insurance, car insurance, business insurance and other things. So I ended up switching some of my insurance carriers as well, saving me several hundred bucks a month. So, all my finances are a lot easier to manage now. Awesome =) Next time I'll call him for some mutual funds, when this horrible recession ends. Oh right, and he came to me on MY schedule, which is a huge plus for me.

The team at Velnoskey Wealth Mgmt has successfully managed our account since the 1980's. Doug's…read moreethics are impeccable and we have been very pleased with his methods and insights. We initially setup our risk tolerance, which has changed since we retired, and even with the occasional volatility like Covid or the 2008 crash, he has increased our portfolio to our great satisfaction. If anyone has had a negative experience, it could be a case of selling in a dip. We manage for the long term.