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Arthur Oliveiraon Google

a year ago

Earl has been my financial advisor for the past 10 years. I find Earl to be extremely trustworthy, hard-working, and competent. He is very good at communicating his strategy and providing ongoing commentary and analysis. He is always willing to answer questions and provide whatever support or assistance I may need. In addition to all this, the performance of my portfolio has been very good, while at the same time not exposing me to undo risk. I would highly recommend you have a discussion with Earl if you’re looking for a financial advisor - he is one of the best.

Thao Trinhon Google

a year ago

When I retired several years ago, I was looking for someone to help me with my financial planning.. What Earl offered was what I needed the most - an independent advisor, not associated with any investment firm, since I had a bad experience with a commercial financial planner previously. Earl provides a clear strategy for my personal situation and is careful in his decisions. He is extremely knowledgeable and can answer any questions with details. Over the years I have come to trust his good advice on all my financial matters. I highly recommend him if you are looking for a solid financial advisor.

Adam Cheungon Google

a year ago

Earl has helped manage my money for 5 years and I could not be happier. His attention to detail, thorough research and excellent communication are all great attributes but he also brings a very personal, grounded approach in the way he really gets to know you and your needs. He was very upfront in describing his approach to investing from our first meeting so as to set proper expectations. He's not trying to chase the next big thing when he invests. He really digs into individual companies and takes a close look at their pros and cons before deciding if they offer value at a given point in time. In the coming decade, I think this will really bear even more fruit as we are likely facing a stagnant overall stock market where there will be winners, but definitely more losers and where the skill to pick individual stocks will really help Earl shine. I've always been confident that first and foremost, Earl will protect my capital above all else. But he will also not hesitate to buy when the time and price is right. It's also important that someone has skin in the game and Earl's own portfolio mirrors his clients to a large degree as well. In this industry, there are too many advisers and banks that lack accountability so this is much appreciated from my end and adds to the level of trust. All in all, I've been very happy and impressed.

Thomas Hillmanon Google

a year ago

Earl is my perfect financial advisor. He is independent, smart, and does his homework. He is constantly reading, researching, and analyzing companies and determining their real worth. His financial knowledge is wide-ranging and always current. He is ethical and keeps regular communication going, and will be able to answer almost any question with historical perspective and his reasons for specific strategies. His strategies are tailored to my risk tolerance, while he makes sure I understand why we stick to the plan and not give in to my emotions. I have been with him for 8 years and things are going well.

Greetings Touron Google

a year ago

Earl has been amazing to work with over the last 4-5 years helping manage our family's investments. At first, we were looking for someone local and I think we really lucked out with someone as humble as Earl who we trust. Most importantly, he consistently delivers the results in returns with a more conservative approach that's tailored to our needs. Thank you Earl!