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.
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!
• 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.
• As retirees we are interested in toys and travel! We let our planner worry about our investments. Lise has provided friendly, honest trustworthy service. Her associate Anita provides us with regular updates, and contact, schedules regular meetings, and even pays for our parking. B. & J. W.
• I never expected to receive so much valuable information. M.S.
• The most important thing at this stage of our life is to work with someone who sees the big picture and can show us how to survive financially for the next decades. Stuart answers every question no matter how small. We truly feel he has our best interests in mind, and we can trust his suggestions and guidance. We have made some gains since the disaster last fall (2008), because he channeled our money so successfully. The only thing that could improve our time together is serving wine at our meetings. D. & S. S.
• Stuart provided us with good advice, he was easy to understand and he just gets the job done; providing a good balance of discipline and common sense. J.H.
• 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 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.
• 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.
• Continuum II provides transparency and is forthright. The entire team is friendly, cooperative and efficient.
A.& J. T.
• 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.
• 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.
• I wasn't expecting such a thorough financial forecast. Stuart is easy to talk to & responsive to my needs. I. V.
• 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.