What is your name?	If a friend were to ask, "What's it like to work with APC?", what would you say?	Thinking back, how has APC made a difference in your life?
N.B.	Dependable and trustworthy company to manage my assets professionally.	My assets have been growing steadily by APC through scientific planning and provision of excellent service.
D.H.	Easy. One always worries about assets, present and future. They provide answers or name of someone who can provide those answers.	Unless someone wants to look into the minutiae of assets for balancing and looking into tax ramifications, they do their due diligence.
W.H.	Every member of the APC Team is steadfastly committed to meeting our needs on a timely, accurate, friendly and personalized basis while achieving an outcome which works to our maximum advantage.	Immeasurably so!
D.B.	An absolute dream come true	APC has wisely invested my money and taken all the stress out of finances.
G.M.	I highly recommend APC, I trust them emphatically to watch over my Mother’s retirement accounts.	I have been impressed with their ability to minimize the impact of the market downturn on my Mom’s accounts. It nice to see she is in good hands with APC.
D.W.	We have worked with APC for almost eleven years. We came to APC, in part, because of a shared investment philosophy. That philosophy, shown in academic studies to historically out perform, is to invest in index mutual funds and exchange traded funds for the long term and not to try to time the market. (There is no guarantee that this approach will out perform in the future - past performance is no guarantee of future performance.) APC applies this philosophy in a calm, consistent way. APC expends a lot of effort and time to understand your financial situation and to develop a comprehensive financial plan which they update regularly.	APC helps to provide confidence in our financial outlook. No one knows the future, but working with APC has helped us to financially position ourselves in the best way I know to survive/thrive in the future. On a personal note, a year after we came to APC, I had a health problem during income tax preparation time. One of APC's staff stood ready, at my request, to answer investment income questions from my accountant if I couldn't. Fortunately this wasn't needed, but it provided peace of mind.
J.A.	Very easy, pleasant, knowledgable.	Ever since two colleagues recommended them,20 years ago, I have allowed them to handle my personal financial affairs. Their help with matters related to my inheritance of my mother's estate, and in riding out successfully two recessions cemented my faith in their advice and guidance over the last 20+ years.
R.C.	Working with APC is a great experience. APC associates are very knowledgeable and they care about the families they serve. The most impressive thing is their attention to detail a client's specific needs. Their approach is not to overpower you with information overload but rather insightful, impactful advice to successfully navigate market conditions.	Comfort in knowing that we are well taken care of. We are not just a client but a member of their family.
D.M.	I would say that working with APC has helped us see that reaching our financial goals is possible. The company is ethical and client centered and their planning tools are comprehensive. I typically think of the word “holistic” in terms of healthcare, but I can say that APC truly uses a holistic approach when dealing with their clients.	When we first came to APC we had huge student loan debt and it was difficult to see a way of taking care of the student debt and building wealth, much less saving for kids’ college. By setting goals and using planning tools and the knowledge and expertise of the staff at APC, we have been able to accomplish many of our goals and we continue to do so.
S.S.	We enjoy working with APC because of the smaller size of the company which has allowed us to get extremely personal advice and attention over the years.	We selected APC as our investment advisors in our early twenties, just after marrying. We have worked collaboratively with APC throughout our entire life's journey and the peace of mind knowing that we've had a roadmap for reaching our retirement and end of life goals is priceless.

All testimonials received from individuals who are Clients of APC as of 3/24/2023. There is no compensation provided in connection with testimonials provided. Comments are not altered and the above includes all testimonials received. Past performance is not indicative of future results, which may differ greatly. Opinions expressed may not be representative of all Client experiences.