Vail Financial Advisors

"We contacted Vail Financial Advisors because our former advisor was investing our money in percarious trade practices. We are close to retirement, but our investments were going in the wrong direction. Mr. Singer came to our home and listened to our concerns and goals. He explained what needed to be done to save our retirement. He helped us set up our new accounts, then guided us through each step to ensure a smooth transition. We would like to say, that Mr. Singer instilled the condidence we had been lacking with our former Advisor."

"We were transitioning to retirement and felt that our current financial advisors were presenting us with generic plans that we felt did not align with our retirement goals. From our first meeting with Brad, we could see that he was completely invested in us and our goals…not a generic plan that aligned simply with our age. We were impressed with Brad’s professionalism, communication skills, his ability to explain the intricacies of investing, and his rapid response to our questions and concerns. With Brad’s expertise and experience, we recommend him for all investors from just starting out to retirement. We are extremely happy with Brad’s management of our portfolio and feel under his guidance we will be able to live our retirement dream without financial concerns. Our only regret with working with Brad is we wish we had met him sooner."