5 /5 Paul Durkee: Great people!! I sought out help from Mike and Jeff nearly 20 years ago as I was in the planning stages of retirement. They met with me numerous times to evaluate my financial position and needs for the future. The ability to match products to my tolerances combined with their detail oriented personal style put me at ease with my decisions. After many years of retirement- I continue to feel secure. Knowledgeable and trustworthy individuals!!!!!!