Terry Mcmanus Email and Phone Number

I work with individuals and families to build a client relationship anchored in my fiduciary responsibility to always place the client’s best interest ahead of my own. I take my time, ask hard questions and listen carefully to understand how my clients want their life to look relative to their wealth today. My clients and I are a team. We stay connected year-round to track progress and make adjustments as life happens and their goals evolve. Moreover, I provide my clients with concierge-level service and my number is the first they call - day or night - for everything from banking and investments to insurance, lending, or for referrals to attorneys, CPAs and other outside resources.