Creating Clarity
Our Process
How We've Helped
Clarity, Simplicity & Wellbeing
Our History
Our Team
In the Community
Success Stories
By Phone or in Person
About the Team
Peter Andreana
Stuart Small
Anita Fair
Lori Latvala
Taylor Gray
Laura Andreana
Lise Andreana
Thomas Sears
Community Involvement
Success Stories

Don’t take our word for it!

overall rating of 4.9 out of a possible 5 points on service!
(according to survey completed December 2010)

We are proud of the work we do and we stand behind our results. People just like you have worked with us – let them tell you how we did.

Here is just a sample of the feedback we have received from our valued clients. 

This continues to validate that [we] made the best decision for our financial future (for us and the kids) by bringing our investments to a team of experts...thank you to all of you! It really makes [us] feel so secure and content knowing you all truly have our best interests at heart.
- A. & S.

I have been working with Continuum II since 2008 and actively refer my friends, family and colleagues to the firm for sound and honest advice. Having worked with several firms over the years, the move to C2inc was a welcome one that exceeded all expectations and has continued to do so for years. Peter and his team of professionals have been there for us in the most dire times, and have always guided us patiently to the outcome that is most desirable for us.  It is clear that they put our needs before theirs, and for that I am eternally grateful for everything they do. C2inc is truly a very unique culture of professionals that just flat out care.
I only trust C2inc to protect my employees or my family, Thank you for the years of support and dedication.
- J

Dear Continuum II team

Congratulations once more on your tenth anniversary, and my sincere appreciations and gratitude to you for all these ten years of friendly, excellent financial advice and service to me!  I truly value your expert guidance and will be most happy to be one of your satisfied clients for many, many years to come!
With all my good wishes for the future!

• The thing I appreciate most about Lise is the clarity of her message. She showed me where I am and where I need to go. It has given me the opportunity to put my financial matters behind me and focus on my core values. E.M.

• As a young professional the most important thing to me at this stage in my life is the security of my family. What I like best about working with Lise is the broad perspective, and life experience she brings to all matters related to my finances. I have received quality analysis and progress to goals reports. J. F.

• I never expected to receive so much valuable information. M.S.

• As a young professional and father a work / life balance is important to me, I appreciate the collaborative nature of the relationship I have with Lise. D.O.

• Continuum II provides transparency and is forthright. The entire team is friendly, cooperative and efficient.
A.& J. T.

• What I like best about working with Lise is that she is sincere, honest, easy to deal with, and is always available. She helped me create a budget, an income plan, and has provided me with the peace of mind that I do not have to worry about my investments. J.F.

• We have a complete comfort level with Stuart’s style and our ability to communicate with him. We have always felt that exceptional value has been very much a part of our experience. J.V.

• I like working with Continuum II because it is a boutique firm. Everyone knows my name. They are very thorough and always available. V.D.

• Peter adds a personal touch, and we like working with a family business, and the trust that goes with it. L. S.

• It is a comfort that the entire Continuum II team knows us so well. They are constantly punctual, and the support level provided by Lori and Anita remains constantly high. M. F.

• Lise and her team always make the time to provide personalized service. We have made a new friend and have developed a personal relationship as well as a professional one. T.& D. S.

• We are comfortable with the Continuum II team; they listen to our needs and are great. I like working with a boutique firm. I have never before received such great reporting; I value the documents, binder and the Continuum II processes. M.E.

• Continuum II has a genuine concern for my well being, I find them easy to communicate with. I am kept up to date and my financial plan is on track. T.M.

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