Since 1996 we have been clients of Andy and his team through 3 different financial firms. The last and best is Centerline. We have trusted them to deliver honest and straightforward advice that provided a guide to help us attain our life-goals. They have always acted in a fiduciary manner throughout our relationship. The entire team is 100% aligned with this ethic which is evident through their guidance and methods of operation. Bottom line – they handle our concerns as if it were their own.
We have taken advantage of their expertise in investing but also as wealth advisors we have used their expertise in formulating a total lifetime financial plan. They have provided recommendations concerning our financial needs and wants. But they also provided insurance advice, outside legal advice, recommendations concerning estate planning, Social Security and Medicare advice – all to successfully achieve our overall financial goals.
Trusting their advice has resulted in a retirement that proves to be more than we expected. It has, and will, allow us to live without financial concerns. We will be able to support our family and charitable organizations in very impactful ways both now and as a legacy.
We are extremely grateful to Centerline for helping us formulate and ultimately achieve our goals.
