Bringing over 20 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.
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24 July, 2017
It’s true. Sandy is retiring. The sentiments are bittersweet I’m afraid. While we congratulate Sandy for her 23 years of unwaverin... Read More
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My husband and I have always found talking about our financial planning boring and confusing-until we met Sandy Esposito. She brings a real “human touch” to our discussions. She is patient, helpful and very kind. We always leave feeling that we are in good hands, and we trust Sandy’s judgement implicity. We are SO glad that she is there taking care of our investments.
I have relied on Jamey Morse's financial expertise for well over 7 years. With a personal goal to retire early, Jamey has been diligent in understanding and making sure my investments achieve maximum return within my comfort zone. He is focused on my best financial interests and has taken the necessary steps to ensure I have sufficient funds well into my senior years. Without Jamey, retirement wouldn't be a reality at age 61.