We are very happy with SHP! Everyone is very nice and helpful! Our retirement is right on track!!read more

Have been doing business with shp for close to 10 years. Great group of people, professional and…read morehonest. They done great things for myself and my parents. I would highly recommend this group.

Jim and Kate offer an exceptional and forward-thinking wealth management service and concept to…read moretheir clients. Often overlooked is a person's strongly entrenched beliefs about money and investing. With their combined expertise, they are the perfect guides to help someone who wants to make smart decisions about investing and let go of ideas that hinder one's desires to maximize their future wealth objectives.

From the owner: For more than thirty years, Jim Moniz has been committed to providing financial advice based on…read morerecent developments in taxation, the economy, investment results and timely research.Jim Started Northeast Wealth Management with the goal to become the standard of the Wealth Management Industry. Northeast Wealth Management focuses on the needs of high net-worth individuals and successful professionals, tailoring financial programs to help them determine and progress toward their objectives.

I have worked with a few financial planners over the years. I determine effectiveness by not only…read morethe knowledge of the individual but also the ability to listen and resonate with ones situation. John has both attributes. Our engagement with John was enlightening. He was very knowledgable and provided options and recommendations that will enable my wife and I to sleep well at night and enjoy our retirement to the fullest. John is very professional, does his homework, and has a great attitude. We look forward to a long successful relationship with John and I highly recommend him for your financial needs.

From the owner: At Green and Gold Financial Planning, your financial freedom is our mission. We provide fee-only…read morecomprehensive financial planning to clients; we do not sell insurance products or securities for commission. We work with you to identify what financial success means to you and mutually create, implement and monitor a plan to help you get there.

Barbara is very knowledgeable and cares tremendously for her clients. She always acts in the best…read moreinterest of those who she invests for! I can confidently recommend Allison Financial for all of your investment needs.

I got a chance to speak to Adam about some questions I had about appraising a house…read more He shared his thoughts and answered all my questions, for free. It was great to speak with him. He knows his stuff and is generous enough to share his valuable knowledge. Highly recommend him and his business.

Adam of Aladdin Appraisal helped me solve some difficult real estate issues. I could not have been…read moremore happy with the service. He is an expert in his field, thoughtful, responsive, and professional! Very impressive