Eloise has always been able to provide sound, timely advice on our financial security planning matters for more than a decade. Through volatile economic times, she has continually helped us focus on our financial security goals – owning our home, providing for our children’s education, planning for retirement, as well as living for today. Trust is something that one has to earn, and Eloise has certainly earned ours when it comes to these issues.
Eloise has been my family’s financial advisor for over 10 years. This includes our investment portfolio and insurance policies. She has always treated us with the utmost respect and professionalism. My wife and I admit to not being the most educated when it comes to investing and Eloise has always made us feel like no question was too stupid to ask. She explains things in such a way that we feel comfortable with our decisions.
Eloise maintains regular contact with us throughout the year and will recommend changes to our portfolio as the market dictates. We have complete faith and trust in her and the companies she represents.
I was referred to Eloise a couple of years ago when my husband and I separated. I had many questions and concerns about my financial situation. Eloise was very patient and understanding through the whole process, guiding me through my insurance and investment options and goals. She also recommended other resources in the community to help ease me into the “singles” world. I have since referred Eloise to several friends.
It’s important that you trust your financial advisor and that you both have the same values and mind set. We are very comfortable in dealing with Eloise because of her integrity and efficiency.