Chad J.

Helpful right from the beginning

Working with Richard and Emily was a different experience right from the beginning. Rather than jumping into our current investments, risk tolerance and coming up with a cookie cutter plan, they took the time to get to know US. Asking the right questions and listening to our background, our goals, what is important to us, really helped build a relationship. It has helped to move forward with our financial planning especially when big decisions need to be made. They make themselves available to answer our many questions. I am happy we have chosen AIM.