I have been a client of Mary’s for 25 years. My service has always been personal and respectful of me and my wishes. I have referred several people to Mary and the results have been quite satisfactory. Pat C. 

We are very grateful for all the help and guidance Mary has provided over 30 years.  She is very honest and trustworthy. If she doesn’t know the answer, she will find it. She has become a dear friend as well. Thank you, Mary.
-Ron and Judy N.

I appreciate Mary, not only for her financial expertise and experience but also for her very personal interest in our health and our family. She has offered her prayers during a personal health crisis and I truly believe in her sincerity. She is “good people.”  

-Joan D.

It has always been a pleasant experience working with Mary and her staff. I have been a client for several years and their knowledge and professionalism is exceptional. Their ability to communicate and confidence in what they do are two reasons I would recommend them.

Kim S. 

I started out with FS&I when I was referred by a family member. I’ve found the experience thus far to be not only highly professional, but also engaging and educational. Mary is very warm and personable and takes time to thoroughly answer questions and make you more comfortable with investment strategies. I highly recommend FS&I for all your financial planning and investment needs. David F. 

It has always been a pleasant experience working with Mary and her staff. I have been a client for several years and their knowledge and professionalism is exceptional. Their ability to communicate and confidence in what they do are two reasons I would recommend them.

Kim S. 

Mary has always provided exceptional service and communication is always a top priority for her. We have trusted her with our investments for many years, and she has never steered us wrong.

-Tyler and Jessica S.

Thank you so much for giving me so much peace with my future, not just in finances but in other life questions as well. What I am most thankful for is being seen as my own person and not just a client or an account number. Thank you for your time, hard work, and travel stories.

-Clare D.

Thank you for all you do for us. We appreciate you and your help in our financial needs. You do a great job and are always kind.  

-Larry and Cheryl H.

Mary is a super advisor, friend, and confidante. Explains all the financial information in a way that is understandable. She sets great goals and sometimes sends an overwhelming amount of great information. Thank you for how much you care and your hard work.

-Cheryl G.

"I feel that Mary and staff have been very forthcoming about all of my investments and feel they stay on top of them to protect my interest at hand. Very satisfied"

James M.