In 2004 I found that stock options received from a previous employer had to be exercised or they would be lost. I did not have a broker to conduct this transaction, so a close friend suggested I contact Levent. I did, he handled the transaction for me, and the result has been a 20 year relationship.
In 2015, after monitoring our 401K accounts for several years, Levent advised that we were able to retire in 2015 with no reduction in our standard of living we enjoyed based upon a combination of the value of our 401K accounts and anticipated Social Security income.
In May of 2015 we retired and moved to Pennsylvania. We moved our 401K accounts to IRAs with Levent. Our first meeting with Levent and his team focused on determining our need regarding fixed income and an appetite for risk for growth of our investments. We also established our monthly income need and ultimate goals such as leaving a legacy for our grandchildren.
-Harry & Joanne K.