Testimonial for Jen Faria
Jen,
I wanted to thank you for an introduction you provided me back in December of 2008. You had invited me to a networking event that you felt I would benefit from, little did we know how well it would. You had introduced me to Lauren Slocum from the Central Chamber of Commerce. Over the past few months an opportunity did arise for us. After many meeting and many conversations the Central Chamber board voted and decided to go with Action Energy. We are going to facilitate their Chamber Power Group specifically dealing with 3rd party electricity supply. We are able to provide them up to 17% savings, please see the attached document. With this being announced yesterday already there are 4 more chambers that want in on this program in Rhode Island. There is also discussion with other Chambers to expand this program to New England and then nationally. I want to thank you for always thinking of others first. You live givers gain and it shows. From this introduction there will be many, many businesses that are going to reap the benefits of your actions. There is not much more to say besides “THANK YOU” and this just shows you practice what you preach by “Connecting you to your future, one handshake at a time.”
Thanks,
Tony Parente
Action Energy
Testimonial for Sandra Peters
Dear Friends:
When you have a relationship with a financial planner, you expect to receive great advice concerning your finances and planning your future and how you need to allocate your funds and achieve your dreams. With Sandra, not only do you get this, but you get so much more. When Craig and I first met with Sandra, she carefully reviewed our finances and spoke to us about what our dreams and goals were. She then presented us with a detailed plan on how we could meet these goals and live our dreams. And we proceeded with doing just that. Craig loved Sandra and what she had done for us and was so glad I had chosen to meet with her.
Then when tragedy struck with Craig’s death, she was there once again. Sandra was with me every step of the way, meeting with my attorney with me, going with me to meet with Social Security, advising me and helping me with the questions I needed to ask of my accountant, attorney and myself. She reviewed my new situation and finances and came back with another detailed plan that would meet my goals and help preserve our dreams.
I really don’t know how I would have gotten through these last 2 months without Sandra and her caring confident support and guidance. She has been there with me and continues to be there every time I have a question or concern. And she is there even when I don’t know that I need her. I just know that Craig is watching and is so very grateful that Sandra has been by my side.
We never know what curves life is going to throw at us, and when life serves us a tragedy, it is really important to have the support, understanding and guidance of the professionals you need and that you have chosen.
So, if you have ever thought you don’t need a financial advisor, you are wrong. But don’t just settle for anyone. Go to the best financial advisor ever, Sandra Peters.
Sandra, you will always have my complete support, admiration and gratitude. Thank you so much for everything you have done and continue to do for me. You mean so much to me.
Sincerely,
Deb (Thomas) Hetrick
