Norma P.

, Personal Wealth Client,

I cannot say enough about Janel and the whole Align Team, nor adequately cover ALL they do to handle and advise in financial services. I trust no one but their team with my accounts. Janel and her team have been so crucial in handling my 401k, beginning from the time she became the Retirement Plan Advisor for the company where I’d just started working, and further assisting me during two stressful and urgent situations that occurred in my life. They took care of everything quickly, efficiently, and professionally, along with outstanding caring and compassion.

I highly recommend Align to anyone who is considering financial services for planning and investments, as they genuinely care about everyone they service, and demonstrate exceptional quality, responsiveness, and attention to detail.

Norma P.

*This statement was provided on 7/8/2024 by Norma P. who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.