"My husband and I are very thankful that a friend referred us to Theresa Bartley. With professional skill, integrity and clear communication skills, she learned about our personal and financial goals.

Understanding our needs as retirees and our tolerance for risk, she has guided us in planning and investing with good results. Theresa regularly reviews our financial goals and patiently answers any questions.

We have confidence she understands the best plan for us and is managing required deadlines. She makes practical recommendations about any changes necessary as we go forward.

She and her team provide really excellent service."
- Marlene Hamilton