Sandy Pollack has been our financial advisor for many years. When we started working with Sandy we had our own business and a young family. Over the years, we have started other businesses, sold businesses and looked at many investment ideas. Sandy has always had a keen interest in what we are doing, has given us good input and provided us, when needed, with many contacts within the community for both business and personal matters. She has maintained frequent contact with our accountant to keep on top of both our business and personal financial issues. With Sandy’s help we have been able to keep our main focus which was financial security for our children.
Our children are now young adults. With the investments we have made through Sandy over the years, we are able to give them a good start. Our daughter is now working with Sandy to help manage her own finances. We feel that our children will be very comfortable going to Sandy for financial advice should the need arise in the future.
Sandy is not only a knowledgeable financial advisor but a trusted personal friend who we feel we can turn to at any time.