John recently spoke at our Executive Leadership Conference in Boston. The purpose of the event was to provide an overview of money management and to instill attendees with a feeling of empowerment so they are better able to manage their own finances. The event was sold out with a waitlist weeks prior to its occurrence. John gave a fantastic 2 hour presentation that hit on all the major topics relating to personal finance - i.e. savings goals, insurance, retirement, taxes, debt management, etc. We asked attendees to evaluate the speaker through an anonymous survey - feedback was overwhelmingly positive. Frequent written-in comments pointed to John's excellent presentation skills and extensive knowledge base. Respondents also noted that they felt they had received the tools to improve their money management skills. John was a very warm/outgoing, intelligent and well-spoken presenter, and we are looking forward to inviting him back for future events.
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Dear Home Loans New York, I am now here in writing some words to express my thanks to you. Home Loans New York helped my husband and I, refinancing our home loan and you then helped our children with getting the first home. You explained everything to us in detail and we knew exactly what to expect as well as understanding the process step by step. Our consultant could be reached at any time, even when he was overseas on holiday. Once again, thanks for everything.
I approached these guys to help rebalance my investment portfolio (I am a portfolio manager) and they came to me with some very innovative and interesting solutions. Moreover, were partners the whole way through even as the market tanked and I am sure they were in high demand. Great service and great ideas, I would recommend to any portfolio or fund manager out there who needs innovative solutions!