Clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
Who would of thought I would be retired at 56? Not I that is for sure. If it wasn’t for Vic and his team I would never have been in this situation.
Now I am busier than ever, playing pickle ball, camping, kayaking, spending time with my grandchildren and dad. Life could not be better.
Thanks Vic, Wanda, Katherine and the whole team. I am definitely living the life.
Vicken Durgerian and his team have been my daughter’s and then whole family’s financial planner since the early 2010’s. What attracted us to him was his detail and considered approach to our financial planning needs of each family member. Vicken and his team help with all aspects of our financial needs, including investments, retirement, insurance, powers of attorney, wills, and estate planning. He was always prepared and took a proactive approach to support our dreams, helping us with our financial needs to achieve our dreams and needs for our future. We have grown children now who are learning and using the wisdom of Mr. Durgerian and his team. If you want someone who listens to your future dreams, is knowledgeable and proactive in financial planning, helps create long-term strategy and solutions tailored to you, I would highly recommend him and his team.
I have been doing business with Vicken for 15+ years, and he has helped me during my retirement planning when I was building assets and continues to look after me now as I dip into my savings.
I have relied on Vicken’s sound financial advice for all of this time with great results, but what I like most about our relationship is the personal connection and the feeling that he cares about his clients.