I switched to Steve Parker, my financial advisor almost 900 miles from my Pennsylvania home, when I began to investigate retirement options in 2018 with my financial advisor in PA. My previous encounters with advisors included knowledgeable individuals but something was missing from the relationship.

I met Steve while he was setting my daughter up for a successful financial future early in her career. I was so impressed with Steve’s ability to easily communicate financial information to a thirty year old in a light hearted yet meaningful way which enabled her to see the value in developing financial goals. Before long Steve and I discussed my financial needs. I loved his friendly, no nonsense approach. He got to know me, my past, and my goals for the future. He truly cared about me, not just my funds!

Although technology makes miles virtually meaningless in the financial world, I still hesitated about transferring my funds 900 miles away. After all, in 2018 my advisor in PA was only ten miles from my home. But he wasn’t always available to me. In comparison, Steve promptly responded to several follow-up questions. I began the paperwork to transfer funds to Steve’s firm in GA and haven’t looked back. I would highly recommend Steve to anyone who is interested in working with a financial advisor who can care for your needs from infancy through retirement, cares for you and your family personally, and is trustworthy!