Geoff G.

“I’ve always managed my own investments and it was a difficult decision to hand over this responsibility. However I believe I made the right decision. I haven’t found any flaws in the investment allocation strategy. Many of the investments would not have been available to me as a private investor. The advisors are friendly, knowledgeable and informative, and I enjoy our quarterly meetings. They make investing fun.”
— Geoff G.

This testimonial was given by a current SWA Client. No compensation was provided.

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Keith Singer

Keith Singer, a well-known financial advisor in Florida, is both a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and a licensed Florida attorney.

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