James Carney has been our financial advisor for the past seven years. During that period of time James has given us sound and valuable advice regarding our investments as well as planning our long-term retirement goals. Along with our own personal investments, James manages my mother’s investments and estate planning. This has provided me with sense a security knowing that my mother’s estate is being managed by a knowledgeable and professional advisor. James is extremely patient and takes time to explain and ensure you understand the investment strategies he is suggesting. He meets with us regularly to discuss and update our financial situation as it changes. We have recommended James Carney and his team to our family and friends with confidence knowing they will be in good hands.