Arlene has been my financial advisor for over 15 years. She has helped my husband and I navigate many financial decisions over the years to do with retirement savings, home purchases, and life insurance. I appreciate her kind, honest and holistic approach to financial planning. She’s very knowledgeable about financial trends, and demonstrates great skill in adapting her recommendations based on personal situations and financial risk tolerance.

Arlene is extremely approachable and really cares about her clients’ personal and financial wellbeing. I’d recommend her to anyone and everyone!