“I have had the pleasure of working closely with Steve Letizia for 10 years, where he has consistently demonstrated exceptional expertise, professionalism, and dedication in managing my financial affairs.

He has exhibited an unparalleled commitment to understanding our personal financial goals and tailoring strategies to meet them effectively. He possesses a comprehensive understanding of the intricacies of financial markets, investment options, and risk management strategies, enabling me to be confident about my future financial security and have peace of mind about my financial commitments.

Moreover, Steve excels in communication and interpersonal skills, fostering a strong relationship with me and people I have recommended him too. Furthermore, he consistently demonstrates integrity and ethical conduct in all his dealings, prioritizing the best interests of clients above all else. He has an unwavering commitment to transparency and honesty and has earned him my trust which I don’t give lightly!

In summary, Steve is an exceptional financial advisor who possesses the expertise, professionalism, and integrity necessary to help anyone looking to make the most of their finances and help secure their future. I wholeheartedly recommend him! “

“My Wife and I have been working with Steve and his Firm for over 8 years now. What brought us to Steve, and what has kept us working with him is the trust we have come to expect regarding our Finances. Steve has always been available for a consult or for some simple advice.

Steve’s communication skills go well with sound financial advice. We’ve recommended Steve to a number of our friends as we feel we’re in great hands.”

“We are a private technology company of about 400 people and have been operating for about 20 years. For about the last 12 years we have worked with Steve to put in place Key Man policies across life, critical illness and disability for our senior leadership and founding members. These policies not only assisted us in sound business continuity but also played a part in attracting the right talent. I always found Steve to be insightful, low pressure and generally a great guy to do business with.”