AMERICAN EXPRESS FINANCIAL

Kevin was great to work with, and very flexible; he came to meet with us at our home after hours since we work and have young children so it is difficult for us to make arrangements to come to his office. He offered financial products where we were lacking, such as college savings options for our children, but has been completely professional when we have chosen to get those products from other sources. His main concern has been that we have all the bases covered and are on track to reach our goals. He went above and beyond when we had a parent pass away and became in charge financially of the remaining parent; he walked us through that entire process and helped us figure out what best to do for the parent and for us. Kevin meets with us annually for a financial review and is available any other time we need him. He is very trustworthy, and we would not have made nearly the progress we have toward our financial goals without his help. I highly recommend him!