07Jul 0 Comments Core Data Client Survey 2016 – “Satisfaction with my own experience and absolute confidence in the service and trust in the advisor” Read More
07Jul 0 Comments Core Data Client Survey 2016 – “Trustworthiness, understanding of client’s financial situation, good communication.” Read More
07Jul 0 Comments Core Data Client Survey 2016 – “I have referred individuals and feedback I have received has only been positive “ Read More
07Jul 0 Comments Core Data Client Survey 2016 – “Financial knowledge … Understanding of and attention paid to each individual’s personal needs ….just a great team” Read More
07Jul 0 Comments Core Data Client Survey 2016 – “We already have recommended Simon to friends.” Read More
07Jul 0 Comments Core Data Client Survey 2016 – “Simon listens to my concerns and offers sound and constructive advice. That is a quality that I feel my friends would find appealing also.” Read More