My Team
Over 25 Years of Experience
Senior Financial Advisor
George Fiotakis, CFP®
Associate Advisor
Ryan Fiotakis
There isn't anyone in any service role that I value and trust more.
"George has been working with my family for literally decades, and so when they recommended him once I started making money of my own I was keen to at least hear him out and see what he was like. Five years later and truly there isn't anyone in any service role that I value and trust more. George is always quick with sharp advice but much more than that he's incredibly responsive to my needs and questions and is always quick to explain things repeatedly if need be. Uniquely too, he blocks off huge sections of the day just to chat -and as a result we've built up a wonderful working relationship that leaves me extremely confident that my best interests are always what he's most keen on. You couldn't work with a better, more passionate person than George Fiotakis." - Jesse Hildebrand
He has decades of knowledge and experience.
"With the myriad of financial advisors available, why should you choose George? It's pretty simple. He has decades of knowledge and experience to make sure the financial decisions you make based on his advice are the right ones for you; and he will put you – the client - first. Every time. His ethics and integrity are beyond reproach, and he will be patient, empathetic and understanding of your personal situation and needs. How do I know this? George has been our advisor since the beginning, and we would not be in the financial position we are today without him. In fact, I have been able to retire at 53 years of age! Go with George. It will be one of the best decisions you ever make." - Jennifer Bailey
He understands his client’s needs but also their concern
"I’m one of those people who don’t understand finances. Talk to me about money and my eyes gloss over and my brain stops. George knows exactly how to keep me from tuning out. He’s never condescending and always very patient. George is always patient and understanding when it comes to advice. He understands his client’s needs but also their concerns. He never asks you to go outside your comfort zone and always explain things thoroughly." - Betty Campbell-Alldis
He is professional, personable and caring
"George has been our financial advisor for the past 17 years. We placed 100% of our confidence in his ability to look after our investments and to prepare a healthy retirement portfolio. He understands our needs, personality and risk tolerance and has always been ready to provide good counsel. Now that we are retired he is giving us guidance on estate planning. We really appreciate his service and it is always done with patience and a smile." - Ed and Donna Wong
I could not imagine a more responsive, authentic individual
"George has been my financial advisor for over twenty years. He is extremely knowledgeable, very empathetic to my needs and risk tolerance, and is quickly accessible at all times. I trust George 100% in every regard. If you are looking for the right person to guide you in making financial decisions. you could not find anyone better. He is absolutely the best!!" - F.V. Rogers