I had been with my previous adviser for eight years before I became aware that I wasn’t with the right person. I wasn’t happy with the services I was being offered and there was no real focus on long term strategy. The focus was very much on short term goals. To top everything off, my adviser had unfortunately put me into some disastrous investments at the height of the global financial crisis.
I had heard good things about Priority from others so I decided to meet with them and find out what they could do for me. After asking me a series of detailed questions to identify my current situation and long-term goals, we sat down and looked at a number of different scenarios going forward - right up to age 90. The thing that struck me about their approach was their focus on the long term.
After meeting with the team at Priority, I immediately felt comfortable and confident that my future was safe and secure. It was a wonderful feeling. Since then, every time my wife and I have dealt with the team they have provided outstanding service. We're a client for life. We love dealing with Priority and all the little things they do make such a big difference.