Business ProfileforMoney Managers Inc

Over thirty years ago we entrusted Money Managers, *** with a plan to seed a portfolio with a modest investment and grow it in accordance with a mutually agreed to strategy to augment our retirement. Today we are pleased to share not only did we achieve our desired outcomes but made very close and trusted colleagues in the process. Under the capable and exceedingly competent leadership of *********************** what started as a financial relationship evolved into something much more. Finances are lagging indicators and should be treated as such. In addition to achieving those goals ****** reached out to us on several occasions across our relationship to discuss appropriate insurances (both life and long term care), the wisdom of buying or building a new home, and we took an excursion into the world of retirement communities too. In all cases, the decision was ours and supported by ******* knowledge in those fields that supported our choice. Recently data breaches seem to be ubiquitous and should not be taken lightly. Our family has been affected twice in the past two years. Companies are more than willing to help us with minimizing issues that *** occur. This said, ****** offered an overarching failsafe that we chose to pursue. Everything is in one place and the dashboard is easy to understand and manage. I think this most recent initiative says it all. We are no longer clients, we are family and are treated as such. Think about it. The same person we started our journey with is with us today, this speaks volumes. Lest I forget much of our time with MMI has been a geographically separated clients. ********* not. Distance is not an issue. I know everyone in the organization and effecting timely conversations is easily done. MMI receives our highest endorsement and I encourage all readers seeking responsible, personal fiduciary support to consider this excellent team and business model.