In 2006, Mike Begg was recommended to me by a friend who knew how unhappy I was with the financial institution who was managing my portfolio. We had a long discussion about my financial concerns, my long term goals, and, most importantly, my comfort level (or lack of) with investments. His suggestions on how to improve the performance of my portfolio made a lot of sense. After our meeting, I really felt that Mike understood my needs and I took the decision to move my portfolio over to APEX. Mike and all the team at APEX are friendly, very knowledgeable and extremely professional. I receive regular updates and they are always reachable. They will go the extra mile to help and make things right.
To this day, it is one of the best decisions I have ever made. I am now retired and I feel very confident about the future of my investments. I have a clear understanding of where my finances are heading. I always tell my friends: “Mike made it possible for me to retire early”. Thank you very much APEX!
I started working with Denise when I was 21 years old. I had no idea how to save and invest the small amount of money I had in order to create a better financial future for myself. Through the transitional years of my 20s, into a marriage and starting a family, Denise has been there every step of the way. Whenever I need to make a financial choice in my life, I know that Denise will have advice and wisdom to help me make the right decision for me and my family. She is supportive, intelligent, driven and a genuinely kind person. I feel financially and emotionally secure working with her as I continue to build the life of my dreams.
My husband and I have been working with John Markoff as our Investment Manager for over 20 years. We’ve always appreciated his patient advice and ability to speak plain English when discussing our investments and financial matters. When John decided to move to APEX, naturally we went with him. He explained everything clearly and the process was very simple and straight forward.
We’ve been with APEX for about a year now and we’ve had no problems and are comfortable with the switch. Looking forward to saving a substantial amount of money with the reduced fees.
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.