Steve Greatrex

Steve was outstanding! He explained complex technical financial options and concepts in an easy to understand manner that will assist me to make informed choices. His communication style is friendly and interested and very professional. I would recommend his service and his business to others without hesitation.

Steve is dedicated and understanding of our needs. Always follows through on promises and commitments.

Since being clients of Steve, we feel more confident in regards to our financial position. His knowledge in developing a plan for us, and one that we understand has been of a major benefit for planning our future. With our experience with Steve, we would not have any doubt in recommending him to others to prepare for their retirement.

Honest, knowledgeable and friendly