My husband and I have utilized Steve's conservative and always 'spot on' accurate services for the last 20 years. For more than half of that time, my husband owned his own business, and often relied on Steve to make good financial decisions in behalf of the business. Since my husband's passing, Steve continues to handle my taxes and mentors me when I'm in need of information regarding estate, CD's, Money Market funds, etc. Our extended family also uses Steve's services. Steve leaves you feeling safe and confident that your money decisions are the best they can be at that time. We would refer him to anyone!