Testimonials

“Dear Peter, When I think of you my eyes well up in tears. You took care of my mother in her remaining years and until her death. You made sure all of her wishes were fulfilled. I will never forget you. I will always love you. Don’t ever forget how special you are.”
– Carolina

“We wanted to let you know that Michelle left us a message after your last visit that was truly heartfelt and grateful for having your help. Your approach really connected with her and she was very thankful to us to for having made the referral. It’s probably the first time in her life she had someone patiently explain how to organize her finances in a way that was respectful and encouraging. So, thank you again for all you have done and will do. We too feel lucky to have found you.”
– Erica & Martin

“Like many businesses the financial organizer business is a people business. It’s all about trust because one is putting their — or their loved one’s — assets in someone else’s hands. Peter understands that. His service is a good balance of compassion and professionalism — and it comes through. We have referred clients to him and we know they will be well cared for. His reputation is solid and the feedback has always been top notch.”
– Ron G.

“I work with seniors and have had the good fortune to collaborate with Peter and Jacob when a client needs both our services and daily money management. It is important to me that all of the companies I refer to will treat our clients with respect and kindness, and I know that this will never be an issue with this excellent team. Five stars all the way!”
– Katie

“Peter and Jacob expertly and kindly provide financial services, such as bill paying and financial organization, and arranging for purchases of goods and services for my father.”
– Adrianne

“Peter is a lifesaver! He completely organized and helped my (very difficult!) father both in his personal and business financial life.”
– Denise

“I am taking a few minutes to write this letter to you on behalf of my entire family. Since our introduction in the Fall of 2017 you, your skills, efforts and persona have been a God sent relief to us. In short, you are always there. The recommendation by the social worker to contact you was one of the best actions as a family that we have taken. You have in your own quiet way relieved the pressure and financial burdens of our current family situation. Whenever an issue a situation arises, you are always there. You have easy to understand solutions; you are always readily available, and if not, your response time is fantastic. Much if not all of our financial anxiety has been reduced tremendously by your personal and professional traits. Your personal and professional caring by the following and most comforting words: “Do not worry; that is what I’m here for; this is what I do.” Again, on behalf of our entire family, and with a serious and heartfelt thank you!”
– Lauren

“I had a very good experience with Peter Gordon. I was the gradian of an older woman and I didn’t know where to start to sort out her finances and situation. Peter was so helpful and supportive.”
– Katie