“Good and efficient in the review of documents, Short on words in negotiations, doesn't waste time with people causing legal complications to his clients. Every thing was good for us until, I was being blackmailed, by a soon to be terminated Financial Advisor that has had 4 complaints filed against him doing the same to other investors. Steve was quick to suggest someone to counsel the issues outside of his specialty. This maneuver cost us thousands of dollars, that this FL/GA/IA gang did. My statement is this, anyone can open and close a financial account, but when the CFA or Banker calls and files a elder abuse complaint because the person doesn't want to invest, that's unlawful. Thanks Geri and Randy”