- Arlene and Barrie C.

We were tentative about leaving our previous financial advisor of nearly 20 years. There was no longer a good match but we didn't know if we would find better. Three people we knew strongly recommended Lawrence.

Lawrence didn't just tell us what he would offer, he showed us. He assessed our financial situation and outlined our retirement using several parameters. He accessed his network of resources and brought that info back to us. He was generous with his time and we never felt our questions were unwelcome. Besides answering our questions, he brought information we would not have thought to ask about.

At every step, he collaborates with us: fine tuning his service to what we need by listening to what we want and how our values influence our financial decisions and life choices. We couldn't be happier, and we approach retirement confident we will have the support we need.

- Holly J.

Lawrence has professionally and empathetically guided me and my family through a number of major life transitions during our 15+ year relationship. He has become my most trusted advisor and the person I turn to first for strategic "big picture" guidance and planning. He is a forward-thinking expert, organized, and demonstrates with consistency and integrity that clients' best interest is at the heart of what he does. 

- Diane C. and Jack G.

We have had the pleasure of working with Lawrence for several years now, and we can confidently say that our financial journey has been enriched by his expertise, dedication, and personalized approach. Lawrence possesses exceptional communication skills, always ensuring that we are well-informed and comfortable with the strategies being implemented. He has a knack for breaking down complex financial concepts into digestible insights, making the entire process transparent and accessible.

- Lise and Jeremy M.

Next year (2025) will mark our 20th year of working with Lawrence. He is currently looking ahead to help us transition to the next stage in a few years, with a move to a smaller home closer to family. Lawrence knows our situation very well and treats us like family. We trust him implicitly and have always been pleased with the promptness of his service and professional acumen. 

- Carolyn and Drew M.

We have worked with Lawrence for more than 15 years and throughout that time he has been a welcome presence at our kitchen table: explaining financial issues, recommending investments, mortgage solutions, and insurance products to keep our retirement in frame and more importantly our peace of mind. He has always treated us as valued clients regardless of portfolio size and we value his holistic approach to financial guidance, taking into account our priorities and values. He’s not just a trusted advisor but we also consider him a friend.