Kathy Boland

Great service, friendly and helpful.

Kathy always has my best interest at heart and follows up on the important things I forget. I feel very prepared if anything was to happen to me.

excellent service with great backup and follow up

Kathy listens to my wants and needs, displays good product knowledge and understanding and always remains on task. I believe that she is very professional and thorough in her advice and recommendations. I am happy with the performance of my investments and have Kathy to thank for this. I am very happy to recommend her to anyone seeking a thoroughly professional financial advisor.