Broker Check

Our Philosophy!

| July 29, 2022

It’s nice to be at this stage of my career! My days are filled with appointments & my phone is ringing all day long. In January of 1973 this was not the case. I had just begun my career with John Hancock in Boston, MA and no one called me. I was starting from ground zero and trying to build up my client base.

So, here’s the point of this blog. If you can’t help everyone who comes to you, then no one should get help. Sure, I have wealthy clients, but if Joe Smoe comes to use and Joe is dirt poor and only wants a $2,000 safe investment, he deserves my time and full attention.   

Everyone deserves to be helped. If someone won’t help you, call our office, we’ll be pleased to lend a helping hand!