Joan Bleeg
Soon after I retired, I hired Teddy Guerin to review my investments and construct a financial plan. I liked the plan, and decided to have him manage my investments on a continuing basis. Teddy has managed my portfolio for a year and a half now, and I couldn't be more pleased. Besides the fact that my investments are thriving, I am repeatedly impressed with his accessibility and personal attention. He continually monitors my plan, and has tweaked it a few times as my income and priorities have changed. Teddy usually responds to emails within hours, He is skilled at really listening to his clients and distilling their wants, fears and needs into a flexible financial plan. Teddy is also good at putting complex financial concepts into layman's terms. It's a great feeling to have a trusted partner managing my investments so I can focus on enjoying my retirement!