I was going through a job change and I was referred to Tailored Cents as job changes are something they specialize in (I work in fintech however when it comes to money management I needed an advisor on how to maximize my pay). Ease of business was fantastic as was their responsiveness. They went through a very thorough financial plan for me and understood my goals. I am very happy with the returns I am already seeing. I have since went on to refer 2 other people who also are very pleased.
— Juliana DeVito
Tailored Cents took a comprehensive approach to our family’s financial plan and wealth management. Having been in the financial services industry myself for over a decade, I understand the level of trust and confidence one must put in a financial advisor. Tailored Cents has a unique approach to financial planning and is extremely client focused. Highly recommend to anyone that is looking for a true custom plan!
— Erik Lecomte
Working with Dan and Rich has been a pleasure. They are both very knowledgeable and provide sound financial advice for long-term retirement planning. I am glad I chose to trust them with my money.
— Caleb Barnum
Rich is absolutely phenomenal to work with! His knowledge and experience gives me confidence and comfort when dealing with my finances. Big thanks to an awesome team!
— Ashley Lesak
These statements are testimonials by clients of our financial professionals and services. These clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing their testimonial.