I am a seasoned investor and have had several individuals over the years assisting me with financial planning, none of which has impressed me as much as Aleita.
Aleita’s attention to detail is second to none and her determination to get the job done is extraordinary. Our business relationship is in its infancy; however my wife and I are confident that we have found a financial advisor that demonstrates a personal interest in our financial health. Any communication is quickly responded to and research is done if answers are not at hand. My wife has very little financial planning background and Aleita took the time to explain everything to her in a language which she could understand and be comfortable with.
We would recommend Aleita to anyone looking for a competent and professional Financial Advisor and we are looking forward to a long and rewarding relationship.
– Terry and Mona Burgess
Aleita is a person who goes beyond the expected! During a crisis in my own life at which time it was most difficult to make decisions she was very patient and explained matters several times so that I could comprehend and make informed decisions. Being faced with an overload of paper work, which this crisis involved, Aleita took it upon herself to make sure it was all completed in a timely manner. This was neither part of her job description nor that of her Assistant.
– Tess Tigchelaar
Aleita Laird has been great to work with – persistent, organized & well informed about all kinds of insurance options. Although my husband and I are enjoying exceptional health, and have been healthy for the past 15 years, we were abruptly turned down for coverage the first time we applied. Not to be deterred, Aleita advocated on our behalf, and six months later we now have life, critical illness and disability insurance all in place! We are very happy to recommend her services.
– Jayn Steele