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.
Having known Dan for many years, he and his team have been a pleasure to work with. My wife and I trust him to set up our retirement portfolio after both of us retire. Their knowledge of investment and tax strategies have been invaluable. Looking forward to a happy and prosperous new year!
We have been working with IG for over 15 years and specifically with Dan Hoffman and his team since 2011. We are extremely happy with not only the results, but the service. My wife and I are big believers in leveraging professionals for the experience, guidance and ease of doing business. I most importantly appreciate the down-to-earth rationale and approach in the way our portfolio is handled and the advice in the changes we implement. It feels like we are dealing with someone that we’ve known our whole lives and has our best interests at heart.