"We love working with Ari. He is knowledgeable, helpful, and honest."
"Mainly due to the work Ari put in to forecast and validate our overall plan, I retired in May ‘23 (about 2 yrs earlier than I thought was possible)..."
"Ari has been very kind and informative. I especially like that he makes sure to include my wife and that he has considered input from both of us. He has a great personality and is always fast to respond..."
“Ari is very knowledgeable, quick to answer questions, and good at explaining things in a way that's easy to understand. He doesn't push investments that you are not comfortable with."