Nest Financial
Dan and the team at NEST Financial have helped me see my financial situation with such clarity - it feels like a veil has been lifted. They are diligent and methodical in their work, and the result is tremendous insight into where you are, and how to get where you want to be - using their expertise and strategies (some of which I had no idea existed). Now I can make decisions about my future with confidence, while keeping in mind all the ways I could adapt my plans if needed.
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- Educational Resources
- Financial Planning
- Investment Management
Sentiment Analysis
Gloria is a professional and very kind person whose passion for her work shows through her attention to detail in helping her clients.
Dan, Gloria and Sean are always available to answer questions and provide advice.
Their professionalism and timely response to my questions and needs, made the decision to work with them an easy choice!
The service they provide is top notch, it doesn’t matter day of the week or time of the day Sean always makes himself available via Zoom or on the phone to help answer any questions or calm any concerns I have had.
We explained our concerns and risk tolerance and Dan took our input and provided us options that met our needs.
They are diligent and methodical in their work, and the result is tremendous insight into where you are, and how to get where you want to be - using their expertise and strategies (some of which I had no idea existed).
They have been handling my investments for many years now and I know they have my back.
And with the current team at NEST with Dan, Gloria and Sean and the work they have done to become associated with Folio, it seems like they are headed for even bigger and better things in the future.
They have manage my and my grandmothers investments for years and have made caring for my grandmother much less stressful financially.
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