T.R.I. Planning - Taxes, Retirement, Insurance

★★★★★

Gigi is a wonderful person and have had great experiences Sinz began working with her. My money has continued to grow with compound interest. Is excellent at communicating and her financial advice program is extremely helpful! I have been with her for about five years. The benefit of having good people to handle taxes is just another plus! She has a great staff.

★★★★★

Gigi Lavergne has been instrumental in helping me get a handle on all of my retirement accounts. Gigi comes with a wide range of expertise and is very willing to sit and explain anything that I don't understand. Thank you also to her assistant, Rebecca Bowman, for helping to continue this smooth process. I feel completely at ease knowing that Gigi has my best interest in mind and I look forward to working with them for all of my financial planning needs.

★★★★★

I've been very impressed by Gigi and her team this past summer. She clearly puts a lot of thought and care into managing her clients portfolios, and is very good and simplifying complex investing and tax concepts. I highly recommend her to anyone looking to get control of their finances or retirement accounts.