“Margarida took the time to know me from the start, including my financial goals and needs. She answered my questions with clear explanations in a way that made me comfortable with my decisions and understanding my investments. I have recommended her to many of my friends who are wondering what to do about planning for their retirement, and some have followed up on this and are also happy with Margarida’s personable approach, professionalism and the state of their investments as a result.”
-Roslyn