Client Testimonials

"George Fiotakis has been our financial advisor for 10 years. He is professional, personable and caring. We feel that he treats our investments as if they were his own. He has taken the time to know us, our needs and goals, and has structured our financial plan accordingly. He is always available for questions and responds quickly. We value his advice." - Ed and Donna Wong

"George has been my financial advisor for over fifteen years. He has consistently been 100% supportive, very informative, totally empathetic to my needs, and I feel very comfortable knowing that he watches over my interests and suggests changes when new offerings are available or when market conditions change. I could not imagine a more responsive, authentic individual and I have referred him to many of my friends who have also been extremely pleased." - F.V. Rogers

"I’m one of those people who don’t understand finances. Talk to me about money and my eyes gloss over and my brain stops. George knows exactly how to keep me from tuning out. He’s never condescending and always very patient. I don’t know how he does it, but he actually makes me want to understand my finances better!

George is always patient and understanding when it comes to advice. He understands his client’s needs but also their concerns. He never asks you to go outside your comfort zone and always explain things thoroughly. I recommend him to all my friends." - Betty Campbell-Alldis

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.