"I am very pleased with the services provided by Morris. Morris and his team are very knowledgeable and readily available to respond to my questions. Although the investment process can be complex and complicated, they communicated in a clear manner and it turned out to be easier than I thought. The Team's follow through has been exceptional. To date, the process has been proceeded as expected."

"Today's world is full of distractions and when you need help, it feels like you can't get through to those that have the answers. Morris has been the opposite. I get the answers I need right away and he makes it easy for me to understand. His care for me and my family shines through with each conversation we have, and he thinks about the bigger picture rather than just taking care of what is in front of him. The investment world was new and confusing to my wife and me, but he always takes the time to guide us through our questions and make sense of our options."

Morris has . . . provided excellent service . . . he has been very helpful in guiding us . . . he (has been) very accessible and timely whenever we had any questions. . . and treated us in with integrity . . . we (are) very pleased to have him as a person whom we can trust . . . (and) we recommend him to other(s) in similar (situations).

Morris has been an outstanding partner in managing my installment trust sale. His reliability and integrity have made the entire process stress-free, allowing me to step away from managing income property without the tax burden of a 1031 exchange. He provides clear, monthly statements for my stock investments, keeping everything transparent. Every promise made has been honored, and his commitment to timely payments has been flawless—I've never had a missed or delayed payment. Additionally, I appreciate that I have had to co-sign all money transfers, adding an extra layer of security. When I needed disbursements for other investment opportunities, they processed them promptly and without hesitation. Overall, Morris's professionalism and trustworthiness makes him an excellent choice for anyone considering an installment trust sale. Highly recommend!