What our clients are saying...
We’re grateful each time clients take the time to recount their positive experiences. Testimonials give prospective clients a sense of the service and professionalism we offer.
From the very first time we met with Maria, we knew we had made the right decision in choosing her to help us handle our insurance needs. We were not sure what was ‘out there’ and Maria took the time to explain all of the possible options open to us.
It was obvious that she is an expert in her field and she had a lot of information for us. Maria is very approachable and we always felt she had time for us. Whenever we met with her or spoke on the phone with her, we always came away feeling that she completely understood our situation.
She was patient, took the time to explain all the possible scenarios and options available to us and she answered our questions clearly and methodically. If she did not have an answer right away, she would find out and get back to us either via email or phone.
Maria treated us with great respect. Apart from the fact that she had answers to our questions and provided us with products which worked for us, the way she treated us, i.e., her respectful attitude, is the main reason why we are glad we chose her and is the reason we would recommend her highly.
It is with great pleasure that I endorse Daniel Carroll of Hudson Wealth and Trust Planning Group.
Daniel was exceptionally kind, patient and very understanding and gave our family the most detailed attention. He went far beyond the scope of his title and showed real skill in working with our son, who can be difficult due to the brain and spinal cord injuries he sustained as a result of his accident.
Daniel really stepped up for us and because of his hard work and his ability to clearly explain and simplify complex financial strategies, we are far more confident in our son’s financial security and future. Daniel really helped take the stress and anxiety out of the situation and for this we are most grateful.
I would recommend Daniel to anyone who needs a skilled Financial Planner, his work is of the highest quality.
If it wasn’t for Maria’s help, we would not have been able to retire and would still be working. Maria has helped reduce the stress of retiring and given us peace of mind that we will be okay going forward. Not only has she gone above and beyond to help us with our needs, she is a pleasure to work with. We don’t know what we would have done without her and we only wish we had met her sooner.
We are happy to recommend Maria to anyone who is in need of financial planning.