Financial Planning, Lending & Investment Advice

Who We've Helped

Marie G

School Principal

Treasha Made Us Feel Like Important Personal Clients And No Question Or Issue Was Too Much Trouble.

My husband and I visited Treasha as raw, naive and inexperienced investors. We had little knowledge of financial advantages and less knowledge of taxes, accounts and rentals.

Neither of us are risk-takers and we both required a lot of explanations. Treasha was very patient, very genuine and very knowledgeable. She made us feel like important personal clients and no question or issue was too much trouble. She was very thorough (and correct!) and reliable. No detail was left unknown. We went ahead (with her great support) and are very happy. I highly recommend her services.