Testimonials
“I’m a small business owner and I had a lot of questions about funding my retirement accounts. I knew I needed to ramp up my retirement savings but I wasn’t sure where to start. Henry was able to talk through my financial and retirement goals and help me set up a plan that I could feel confident about. Thanks to his guidance I feel a lot more confident about my financial future!”
- Maria M.; Providence, RI
“Henry provided some much needed guidance and advice for me and my wife.
His welcoming approach allowed for an open and free flowing conversation to help us get through some important planning. Henry blended some real insightful analysis with common sense and practical actionable steps to help us secure our future. Talking about finances can be stressful, but having Henry at the table really helped us feel better about planning for our future. “
- Justin M.; Newtown, CT
“Henry did a fine job presenting to our students and was well-prepared. He was responsive, caring, and flexible. He adjusted his plan to answer student questions and showed genuine interest in their particular interests. The students could tell how much he cared about personal finance as well as their overall well-being. Many students at our school benefited from Henry’s deep understanding of personal finance and willingness to help others.”
- Erik A.; High School Principal, Watertown, MA
“Henry has been an incredible asset in helping me navigate various financial strategies. His deep expertise and thoughtful guidance have made a significant impact, and it's clear that anyone who works with him will benefit from real, measurable results. He has provided invaluable advice on investment strategies, automotive purchases and negotiations, retirement planning, and home ownership. If you're looking for someone who combines advanced financial knowledge with a powerful network—and genuinely cares about helping you reach your goals—I highly recommend working with Henry.”
- Curtis G.; Boston, MA