I made the choice to start using Perennial in 2003. Since that time I have been very satisfied with the service on not only my personal holdings, but also that of our business. I receive phone calls and reports to keep me updated on all the latest developments and what we can change or need to do about them. Todd Green is extremely committed to handling our needs and we are always kept abreast of current affairs. In this recent downturn of the market and economy, he has kept in contact with us and he regularly calls to discuss any issues/concerns we have. Doing business with Perennial and Todd Green is a sound business choice.
In addition to being knowledgeable and creative with respect to financial guidance, Iím very confident that Todd has my best interests in mind. He takes the time and effort on a regular basis to ask me questions and make sure I have no outstanding concerns. I always feel comfortable emailing or calling Todd with any questions, and he always makes me feel like Iím a valued, important client.
We have had a great experience working with Perennial Financial. Friendly, personal service with guidance that is tailored to our financial situation is always provided. The regular feedback we receive keeps us up-to-date on how things are progressing and helps make decisions on any changes that are needed.
My husband and I chose Todd Green to be our financial advisor because of his credentials, as well as his reputation. He is very helpful with his vast knowledge in finance and notifies us regularly of any changes or suggestions we should consider. We are confident in Todd and very glad we chose him to help us with our finances.
The first thing that impressed me about Todd Green is that he was never pushy (I do not like pushy people). Most importantly he has a deep concern for his clients to clearly understand Perennial Financial Solutionsí policies and their options so that they can make a well informed decision. He never makes any changes without my approval.
I chose Perennial Financial Solutions on a suggestion from trusted friends (current clients of PFS). I liked their educational background, calm manner and frequent updates both via phone and e-mail. I have recommended Perennial Financial Solutions and will continue.
Todd took the time to understand me as a client and what my financial goals are. I felt he took a real personal interest, so I do not feel like just another numbered account. He tailored my plan to meet my specific needs. I have been completely satisfied with the results and would highly recommend his services.
Todd Green of PFS is super sharp financially. I trust him, and would highly recommend him to anyone needing financial services.
Todd has been very responsive toward my clientís needs and concerns. He will give the client as much time as they need. I have always found Toddís first priority to be his clientís well being, not his own personal gain.
G Boren, CPA
Todd typically calls once a quarter to provide an update on my accounts and the market in general. Todd will suggest account changes when appropriate. Todd is easily accessible for financial advice and good at providing easy to follow explanations.