- 9 years in business
- 6 hires on Thumbtack
"I worked with Steven to help my mom, who is retired, get set up for financial success in selling her current home and purchasing a new one. Along with this big purchase, we wanted to do a "health check" on her current financial situation. In just one hour, Steven collected the information he needed, gave us a price range to look for that new home, and a general financial plan for what to do with the liquidity she acquired from selling her current home. My mom has never been to a financial advisor in her life but Steven's professionalism and thorough breakdown of his financial recommendations set her at ease.
Steven even referred us to a realtor and mortgage broker he's worked with previously. He's gone above and beyond for us and I look forward to working with him in the future."