“The client experience provided by Park Street Advisors is world-class. We have worked with many advisors in the past and we can confidently say that this firm is different. They provide an exclusive family boutique feel that focuses on tailor-made planning and providing value up and beyond what you normally would get with the fee that you pay to an advisor. If you have complex planning needs or require specialized knowledge due to having variable income, being a business owner, or you are close to retirement- I highly recommend Park Street Advisors.”
ERIC & LIZ VOGSTROM, CLIENT | CEO OF VOGSTROM HOMES | PA CERTIFIED BIOIDENTICAL HRT & FACIAL AESTHETICS
“On behalf of the Stewart Family, I would like to thank Park Street Advisors for time getting to know us and our family businesses and helping us feel much more comfortable about how we are financially positioning ourselves for the future. As our most trusted advisor, they have the experience and horsepower to handle the most complex financial planning situations. To this day, they have helped us successfully link our family businesses and wealth between three generations and are in the midst of transitioning our father into retirement. On top of that, they are the advisor who quarterbacks all the conversations between our attorneys, accountants, bankers, and insurance agents and makes sure everyone is on the same page. Prior to working with Park Street Advisors, we felt like we were well planned. However, after meeting with the firm, we learned that there was much more possible. Their expertise on multigenerational wealth and business planning along with their tremendous amount of experience working with family’s like ours has been proven to be very valuable to us.”
STEWART FAMILY, CLIENT | STRUCTURAL BUILDINGS | STRUCTURAL TOWERS | AM STEWART INVESTMENTS
“The only regret we have in moving from a traditional advisor to Park Street Advisors is we didn’t make the decision to move much earlier in our retirement. Being comfortable with our former advisory team and believing we were getting the best value, we were cautious and reluctant to make a change. Working patiently with us, Derek and his team opened our eyes and proved that retirement income and estate planning requires a more sophisticated level of expertise than that of a typical financial advisor. Bottom line: The team has been attentive, helpful and a genuine pleasure to interact with.”
ED AND DIANE CURTISS, CLIENT | CONFIDENTLY RETIRED
“After working with a traditional investment advisor for many years, we recognized the reality of needing a more comprehensive analysis, different perspective, and level of expertise to achieve our personal and financial goals. Subsequently, we interviewed several wealth managements firms to discover where we would be best served. After meeting with Park Street Advisors, we learned they were not a Lone Ranger, or a “trust me, I know the future” model. On top of that, their retirement income and estate planning positioning and connection with Northwestern Mutual completed various missing elements in our plan. They really showed us what’s possible when it comes to robust wealth management planning. As we transition to new opportunities beyond full-time employment, we have the ability to add value in our sphere of influence because of the confidence we have with Derek and his team.”
JOHN AND CINDY BARTUNEK, CLIENT | RETIRED FROM XCEL ENERGY | BUSINESS OWNER | COLLEGE PROFESSOR
“We worked with a traditional advisor for years, but as business owners we came to realize that our advisor was not providing us with a specialized approach to transition us into retirement. Derek came to us with a well thought out plan and gave us the confidence to take the plunge. He is a good listener, explains things in easy to understand terms, and seems to really care. That specialized knowledge mixed with our personal connection with Derek is why we decided to make the move to Park Street Advisors.”
CHERYL AND KEVIN KEULER, CLIENT | RETIRED BUSINESS OWNERS
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.