Both my sister and I switched from Fidelity to having Delon Mansour, CFP, as our financial advisor. At Fidelity, we seemed to have a succession of inexperienced young financial Advisors who did not regularly spend time with us. They did not meet with us each year to see if our retirement goals had changed. For our many years at Fidelity, they always dumped us in a succession of Fidelity branded funds with low returns on investments and young/inexperience Advisors. I switched to Delon X years ago and it is the best move I ever made. He keeps in constant contact with me to make sure he is fully aware of my financial needs and goals. Thanks to him, I was able to retire at 58 years of age and I recently started taking Social Security at 68 years of age. Everyone's situation is different but I appreciated the many Discussions that Delon and I had before I made these personal financial decisions. Delon works hard at getting me the highest returns on investment and has done very well by me. He diversifies my portfolio into different financial sectors to minimize any risk from market downturns. He advises me on how much money I can get now and still have enough money left to live to be 100. It's a lot of extra work for him, but Delon also manages my investments to minimize how much I pay in taxes. This involves timing the sale of different stocks to take advantage of lower tax rates on capital gains. My previous financial advisors never bothered to do this. Needless to say, I am very happy with Delon helping manage my Finances. 

Sincerely, Victor Neuman (California Professional Mechanical Engineer M23110)

Disclosure: Non Compensated Client Testimonial; May Not Be Representative Of All Client Experiences; No Guarantee Of Future Performance or Success.