Improving Your Client Experience

We are always looking for ways to improve your experience with us. With this in mind, we created a 14-question online survey to gather client feedback on our firm. Your participation will help us identify ways to better serve you and meet your expectations as a client.

To complete the online survey, please select the link below and follow the instructions. Your responses are confidential and anonymous. The survey will be available until March 6.

Click here to start the survey.

Please do not hesitate to contact me if you have questions. Thank you in advance for offering your perspective, and thank you for being our client.

Best regards,

David W. Demming CFP®
David W. Demming Jr. CFP®
Karen Bordonaro CFP®
Patrick Justice CFP®

A look back at 2016

You may find the following article an interesting read taking 'A look back at 2016'.

The Trump Effect

You may find the following article an interesting read given the presidential election results and the effect it may have on the Stock Market.

The Trump Effect

Brexit Vote

As many of you are aware, a vote in the U.K. occurred yesterday. The repercussions should take a number of years to play out. We hope the attached information will give you a better understanding of what truly took place and give you added perspective for what the future may hold.

Brexit Vote

Market Volatility

You may find the attached article an interesting read given the recent volatility in the markets.

Recent Market Volatility