Juan Munoz, CFP®, AIF®, CRC®, AAMS®

• 5.0^{/ 5} 1 Rating
• Financial Advice

Very helpful, knowledgeable...

Karen Akiens

• 5.0^{/ 5} 1 Rating
• Attorneys - Estate Planning

I selected Karen back in 2008 to set up my Revocable Living Trust and have been more than pleas...

Scott Hamilton

• Attorneys - Bankruptcy

CFP ®, MBA | Founder & Chief Financial Officer

Jennifer B. Barthol

• 5.0^{/ 5} 5 Ratings
• Annuities

Jennifer helped create my estate plan; she was very informative and allowed me to really think ...

Ryan Firth, CPA/PFS, CFP®, CCFC, GFP (U

• 5.0^{/ 5} 1 Rating
• Financial Advice

For the past few years, I have relied on Mercer Streets’ expertise for sound financial planni...

Laurie Maggio

• 5.0^{/ 5} 1 Rating
• Senior Moving Manager

I can’t recommend Coastal Town Moves enough. Laurie and her team made the stress of moving du...