"… (Brian) listened intently and thoughtfully to my financial objectives for retirement…"
"… the interests of the client are uppermost in Brian's mind…"
"… most important, (Brian) has given wise advice that has preserved capital and positioned us for substantial growth…"
"… I have most appreciated the constant feeling (Brian) has given me of having our best interests at heart…"
"… I especially appreciate (Brian's) thoughtful assessment of my investment portfolio, and the clear and careful way he reviews it with me each time…"
"… Brian is extremely organized and efficient, and I do not hesitate to recommend him as a financial advisor…"
"… I have great confidence in (Brian's) integrity, conservative common sense, and perception of the economic climate…"
"… We have always found our interactions with you (Brian) to be both pleasurable and informative…"
"… Brian is a man whose chief characteristics include integrity, decency, honesty, in short a man of principle…"
"… I am privileged to have you (Brian) as my Investment Advisor. I especially appreciate that you consider the whole person – much as an excellent physician would do. You also have a patient, logical, easy-to-follow way of explaining the markets and recommendations you make…"
"… I've been most impressed with your (Brian's) approach with my situation; your professionalism, organization, communication, open candor, and of course financial performance thus far."
"… Your (Brian's) advice has been timely, constructive, and well-developed. You saved us from making some bad turns in our investment management for which we are grateful. Our thanks goes out to the team as well who have also provided outstanding service…"
"… Thanks (Brian) for being a caring and thoughtful person to your clients. I am so happy I have you and your team in my corner…"
"… When I think of people to emulate in their professionalism in this business, and I have more than a thousand reference points, you (Brian) are high on this list, and would near the top of the list. Thank you for setting that bar..."
"… (The McGorman Investment Team) was very accommodating, extremely cordial and understanding, prompt and efficient, and always followed up on details. They went the extra mile to research the best alternative for us. We would not hesitate to recommend the McGorman Investment Team as a wealth management advisory group…"
"…Your manager selection process is as thorough as that of any advisor I've worked with (as a mutual fund executive) over the past 20 years. Your clients are fortunate to have your support and guidance…"
"…Your (Brian's) attentive, transparent, and disciplined approach resonates with us…"
"…Your (Brian's) clarity and honesty indicates that you place our interests well ahead of your own. I am not only grateful for that, I feel privileged to be working with you…"
"…I have no doubt that you (Brian) have our back in matters critical to our financial future. A client could not ask for more…"
"...I am exceedingly grateful for your lucid counsel on this matter, but I expected no less – that is why we stepped onto your ship as opposed to others more than two decades ago..."
These are written comments from clients and business professionals associated with Brian R. McGorman.
Names have been withheld to respect confidentiality. References are available upon request.