Great guy with so much knowledge in the field and so many options!
Christine Morris
Financial Planning Client
Excellent source for investing. Tom is very personal and great at adapting to our individual needs and ensuring we are moving in the direction we are looking for and know we are in a trusted firm.
Oren Kiriat
Financial Planning Client
Great advice, great results!
ahuva gamliel
Financial Planning Client
I've been working with Thomas for about 9-10 years now and he has been managing my accounts. We review annually and he gives me quarterly updates as well. I trust Thomas to keep things moving in an upward direction for my retirement.
Keith Royle
Financial Planning Client
Friendly, knowledgeable and attentive to clients needs. Always responds promptly.
Mitchell Roffer
Financial Planning Client
Thomas really works to understand his client’s needs and provide a plan for the future and not just investment options. He’s compassionate and very knowledgeable!
Jonathan White
Financial Planning Client
I learn something new about wealth management & financial planning every time I talk to Tom. Solid guy. He knows what he is doing.
Don Karney
Financial Planning Client
Thomas Davies has been an excellent portfolio manager as well as someone that has my complete and full confidence. He is always available for a phone call when I have a question. His reporting system is very clear and accurate. I would highly recommend his services to anyone.
ROSEANN BIRCH
Financial Planning Client
Mr Davies was very responsive to all my needs and questions
highly recommend his company
Thurman Mintz
Financial Planning Client
These guys are great to work with. They go the extra mile to assist clients.
Joseph De La Cruz
Financial Planning Client
