Clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
We have been with Kathy Duguay for 20 years and have great respect and trust her ability in financial planning. We are having a great retirement with no worries about our financial situation, thanks to Kathy. It is always a pleasure to meet with Kathy to review our portfolio.
We have worked with Kathy for over 7 years. She has provided reliable advice and directed us on making decisions regarding our finances that have served to support our plans to retire “wealthy.”
Our relationship was premised on a business association however, over the years Kathy has become a close friend and personal confidant. Her professionalism, in addition to her continued education and drive towards excellence, has made her a strong partner in successfully attaining and surpassing our financial goals.
Kathy provides sound advice and thoughtful alternatives to consider in our Estate Planning. This is an ongoing conversation, as our priorities change. She offers different perspectives to consider and provides insight into decisions, that, if unguided, we would not consider.
Kathy takes time to determine what is important to us and continually checks in to see if anything has changed for us, that should be considered in the process of managing our assets. She follows up on all concerns raised during our quarterly update meetings.
I have recommended Kathy to friends and family, with full confidence that she will provide the same level of care and attention to others. Kathy shares her insights willingly, while respecting our decisions if they vary from her advice. She is patient as she educates us about the world of financial planning.