Kumar. Commercial Pilot. Perhaps the most important job of a Financial Advisor is to get their clients in the right place on the efficient frontier in their portfolios. But their No. 2 job, a very close second, is to create portfolios that their clients are comfortable with.
Advisors can create the best portfolios in the world, but they won't really matter if the clients don't stay in them. Noah has been one who is diligent in his work, with great work ethics who has shared and added value to the insurance/investment world. Less the sugar quoting from many out there, he has your future in mind and most importantly maintains that personal relationship.
Although I already have an existing advisor, Noah brings about different ideologies which definitely will be beneficial to all and their families.
Highly recommended! And definitely appreciative of the effort and commitment he has shown. |