When he assumed the role of CEO, Russ's son Gregg Lipsitz remained faithful to his father's commitment to the people we serve and established a lofty and enduring goal: to become the only financial advisor our clients ever need by delivering the highest quality advice and service.
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Sentiment Analysis
Have had great experiences here over the years and plan to be a lifelong customer.
Absolutely amazing to work with.
Extremely helpful and makes me feel at ease with all my financial options.
Me and my significant other have been a client for a long time now and it's really nice to have someone who works with you on an individual basis.
Full service financial advisors
Thank you Vince, Gloria and Lynn as well as anyone else in the crew.
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