web stats

Joy Swift

United States

Review of NuvOak

Verified Sep 15, 2022
United States

"Very client centered and professional"

Through in-depth discussion Alicia encourages us to regularly focus on our goals in life and then to financially plan with us to reach our aims. This approach fully integrates life plans and the financial plans and makes very good sense. Alicia simplifies a complex subject keeping us well informed of the latest changes and adjusting our mindset to suit the current legislation. NuvOak is very client centered and professional and we would happily recommend their services to others.

Date of experience: Sep 15, 2022