Guide My Finances

Kristen N 

on Google

a month ago

I highly recommend Jacqueline Adler! From the very beginning she demonstrated an exceptional level of knowledge and expertise, making even complex financial decisions feel manageable and clear. She is incredibly tenacious, always going the extra mile to research the best options and to ensure every detail is taken care of. Her approach is consistently respectful, never rushed, and always focused on what works best for my goals. Most importantly, she is genuinely caring-it’s clear she truly wants clients to succeed and feel c... read more

Steve Longo 

on Google

2 months ago

Jacqueline Adler is amazing. She is professional, knowledgeable, very detailed and did an exceptional job explaining our financial plan. Jacqueline put us at ease, working with her has alleviated a lot of stress preparing for retirement. She is supportive, trustworthy and encouraging; listening to our concerns and our plans of what we would like retirement to look like. She also asked questions for us to think about and explore the variety of options and possibilities. Jacqueline provided us with a binder of our financial pl... read more

Jamesina 

on Google

3 months ago

Working with Jackie was truly a blessing and life changing. Of course she helped me understand the numbers; but the most important thing was that she empowered me to walk into mediation feeling informed and confident. What stood out most was her commitment to fairness. Even though I was her client, she made sure both my ex-husband and I had a plan that gave us each financial security, peace of mind, and the ability to start our next chapters without resentment. Jackie’s guidance even opened my eyes to options I had not even ... read more

Christ'l Esmas 

on Google

4 months ago

Lily is very helpful.