Review Detail
Overall rating
5.0
Overall Satisfaction
5.0
Customer Service
5.0
Technical Knowledge
5.0
Qualifications Of Personnel
5.0
Range Of Services Offered
5.0
Financial Advisor Experience
5.0
Expertise In Area(s) Of Specialization
5.0
Response Time
5.0
Affordability
5.0
When you're in need technology help and best-practice systems integration,look no further than Brian
I"m not sure what else I can say, except call me to talk about it further. (973-352-6680).
User Review
The Good
This my second year working with Brian and what a pleasure it has been! When I left UBS as a financial advisor and started my own RIA firm, he was instrumental in helping me design which computer systems to employ. His depth of knowledge is spectacular. This is quite a powerful tool to have in "your corner" when looking to integrate multiple systems. Mine are top notch, thanks to Brian. In addition, he always seems to be available (with a smile on his face) to help with any problems...despite his infants running wild on the homefront.
The Bad
Haven't found anything yet
The Bottom Line
He's the most resourceful strategic alliance I've ever come across. The man knows about what he speaks. My recomendation: follow his blog closely and call him for advise TODAY!
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