My wife and I had known John and worked with Will through some of our previous dealings with our advisor at Investors Group where we had been happy clients for 15+ years. Once hearing about their move to APEX Financial we were curious and decided to have a meeting to learn more about why they made the move. In addition to meeting with John and Will, Mike from the Uxbridge office also took time to meet with and provide more history on the company. Everything was explained clearly and the benefits for us seemed hard to overlook, lower fees and so many more investment options being just a few.
We decided to make the move to APEX Financial about a year and a half ago and we could not be happier. The transition was simple and we have already seen the benefits in our portfolio.