Description:
With decades of experience in financial markets, I provide clients with a customized financial plan that assists them in reaching their long-term life objectives. This is accomplished through a careful and disciplined portfolio management approach.
Service location:
Remotely
Service Reviews
5.0
1 reviews
MA
Melissa A.
Getting in touch with Brett is effortless, as he always promptly responds to my inquiries and engages in productive discussions. His expertise in financial and industry analysis is noteworthy, particularly when reviewing investment opportunities, and he is attentive to aligning them with my investment preferences—a capability that other financial advisors lack.
January 24, 2023