Reviews

If you are looking for an excellent financial advisor Angelica Prescod and her team are a perfect fit. She's an expert in what she does. She's honest, personable, and passionate about helping everyone have better financial literacy. I am pleased with her service, and I'm optimistic that my future self will be, too, with the advice and expertise Angelica is providing. Oh, and let me not fail to mention she takes out personal time to do monthly market updates via Zoom with all of her clients, allowing everyone to ask questions and provide us with a forecast of what to expect in the market, etc. Angelica and her team are amazing!

I just want to say that Angelica Prescod is the truth. After a few rejections, she was the only Financial Advisor that was willing to work with me. I look forward to meeting my goals under her guidance.

Angela is very helpful, knowledgeable and goal driven. I’m very thankful for learning about her.

Angelica is amazing... she knows exactly how to diversify your portfolio for maximum growth! I moved my 401k over to her and she has created a solid portfolio that I'm confidant in, and that will allow me to retire comfortably. Thank you for all you do!!

Had my first meeting with Angelica today she left me with the overwhelming sense of security we had a very healthy discussion regarding my account I found talking to her very easy and was grateful for the feedback the direction I feel like we have a plan it's nice to have someone on your side.

Very informative. Update May 2024: Have been working with Angelica for 1.5 years now and I am still very happy with my decision to use her as a financial advisor. She continues to educate, is responsive to questions, provides detailed answers, and is good at looking at your whole financial picture to make recommendations and suggestions. Highly recommend.

I am young and wanted to start investing early. Angelica was recommended to me by someone I trust. I had a call with her this week and definitely feel like I have come to the right person. She is confident and willing to answer any questions-- really reassuring that she has my best interests in mind. I loved how she encouraged me to think about long term growth while also making sure I am comfortable with the amount I am deciding to invest. Looking forward to continuing to work with her!

Mrs. Prescod was very easy to speak with and enthusiatic to help. Im excited to begin my journey into financial freedom!

Angelica is the advisor to work with! She has put me on the right path to get my finances in order. If you are looking for someone to do what needs to be done financially, contact Angelica.

I just started with Angelica and she seems to know her stuff! I'm excited to see where this new relationship takes us!

My first meeting with Angelica Prescod was very informative and eye-opening! I feel she has my best interest at heart in regards to my overall financial well-being. She gave my advice on my life insurance goals.