Linn Kennedy's Testimonial
All superlatives are applicable to the winning financial planning team that is Wayne Elliott and Sandra Patterson. Their impeccable professionalism has been truly refreshing and has engendered confidence in how my retirement investments are being administrated.
My interaction with Wayne and Sandra has been a positive and inclusive experience. They are highly personable, and readily accessible with concise answers to my questions. They provide written confirmations for every transaction I make, and arrange yearly meetings to ensure clarity and satisfaction with my investment portfolio.
Thank you Wayne and Sandra – you are surely the gold standard bearers in your field, particularly regarding your specialized business acumen and superb client communications!