2026-07-11T21:43:16.196Z

Carlton was excellent thorough and very informative easy to understand highly recommended has best interest at heart

2026-07-09T17:18:55.728Z

I had a great experience meeting with Andrew to discuss a range of future financial planning options. He was respectful, professional, patient, and took the time to answer all of my questions without ever making me feel pressured. One thing I especially appreciated was that he recognized my learning style and adjusted his approach from simply explaining things verbally to using visual examples, which made everything much easier to understand.Andrew was also very considerate of my schedule, punctual, and flexible with my availability. He provided clear, informative guidance and allowed me the space to make decisions at my own pace. If you’re looking for a financial advisor who is knowledgeable, approachable, and genuinely focused on helping you understand your options based on your personal goals rather than making a sales pitch, I would highly recommend Andrew.

2026-07-06T23:34:32.671Z

2026-07-06T22:02:47.318Z

It was a very informative meeting. They took the time to explain several products to secure my finances. As well as some that can grow our income.

2026-06-22T22:53:05.988Z

Andrew is really good at explaining how the various types of investments work. He was very helpful and I can wholeheartedly recommend this place if you're trying to figure out how to invest for your future.

2026-06-09T23:49:14.718Z

Andrew, Carlton, and the whole team were so nice, patient, and very kind! I didn't really know the whole process, but they explained everything to me. They took care of everything I needed done to help me with my future retirement. I'm very happy with my decision to go with Top Shelf! The best flea market find!

2026-05-16T20:08:46.377Z

2026-04-29T22:37:37.142Z

It was a great experience. They were very detail oriented in their approach and made things very easy to understand.