Client Testimonial – Scott and Tom

I am thrilled to share this heartfelt testimonial from one of my amazing clients. Their kind words truly touched my heart, and I couldn’t be more grateful for the opportunity to serve them.

“We were fortunate to find Michael almost 20 years ago, a specialist in working with LGBT couples. He made us feel comfortable and validated, taking the time to understand our goals and concerns. With his expertise in tax planning, estate planning, and investment strategies, he created a tailored financial plan. Michael collaborated closely with our CPA and estate planning attorney, ensuring seamless integration of our financial affairs. Thanks to his guidance, we feel confident about our financial future as an LGBT couple. We highly recommend him to any LGBT couple seeking a skilled and compassionate financial planner.”
– Scott and Tom

The testimonials presented are made by individuals who are clients of Wallman Financial and are applicable only to the individuals depicted and may not be representative of the experience of others. The testimonials are not paid nor have the participants received any non-cash compensation and are not indicative of future performance or success. The views expressed are those of the person providing the testimonial and may not necessarily reflect those held by other clients, Grove Point Financial, LLC and its subsidiaries, Grove Point Investments, LLC or Grove Point Advisors, LLC. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor regarding your individual situation. Comments concerning the past performance are not intended to be forward looking and should not be viewed as an indication of future results.