The caring nature of my financial advisor, Craig.
Being advised of any new developments that would affect me. Honest and individualized advice.
Comprehensive review and willingness to respond to any issues we raise.
Everyone on the team can advise and clarify our situation which indicates to us that there is a sharing of expertise and knowledge within the team.
Good balance of going over what's happening in the financial sense as well as me feeling we can chat about what's happening in life generally.
