We connected with Kay Mechial who has been great in helping us with some retirement planning. He has been patient. Invested his time in multiple meetings to help us structure our base finances in the first place before looking at forward planning elements. Guiding rather than pushing. We have definitely ended up with decisions that align to what we want to achieve and Kay has been at the heart of it
3 years ago
Black Lion Wealth Management has a
4.9
average rating
from
108
reviews
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