Fraser Allport - The Total Advisor, LLC

Martha W. 

on Birdeye

2 years ago

I have known Fraser for about 6 years while he was assisting my Parents on their investments. As a Certified Estate Planner, Fraser advised my Parents to draw up a Trust, as their documents were outdated. Fraser was always faithful about the Annual Reviews of my Parents' investments, and I attended a couple of those yearly reviews. Fraser is a patient Teacher, and I learned a lot at those meetings. When my Parents passed away, Fraser was there to guide me through their Estate process. Fraser then helped my brother an... read more

Michael H. 

on Birdeye

4 years ago

I worked for the State Of Florida & was getting ready to retire. I was in DROP, & didn't know beans about what to do with my money, or really anything about finance in general. I contacted Fraser, as I had seen his ads via Email, & advised him of my situation I spoke with Fraser on the phone & he gave me excellent advice & explained things in a way that made perfect sense, even to a "Layman" like me. We met in person & I had the same experience. He is extremely knowledgeable & cuts through the BS, & knows his stuff! Every ti... read more

Dennis S. 

on Birdeye

4 years ago

Fraser Allport has been a formidable ally in helping me through my retirement. I never realized how much paperwork and follow up is involved. He definitely knows the ins and outs to achieve a smooth retirement. Thank you Fraser for all your help.