We started investing on our own years ago, eventually moving to a large investment group, hoping for new ideas and some stability. Although not completely dissatisfied with the effort, attention and feedback afforded us, we nevertheless we’re seldom enthralled when our quarterly statements would appear in the mail. Yearly meetings were often a report, as opposed to concepts for a fresh approach.
Upon recommendation from a friend, we contacted Peacock Sheridan Group to discuss their strategies, our goals and what a move might look like. From our initial meeting, we could feel the difference their team made, looking at all areas of our financial health, to ensure all aspects were complimenting one another. They followed up, showed grace with our endless questions, and ultimately made our transition painless. Our experience today is very positive. The boutique nature of how PSG operates provides us with that security we were looking for, while offering innovative solutions which continue to drive excellent results. Without hesitation, we strongly recommend you invest the time necessary, to see how Peacock Sheridan Group can help you achieve your goals.