US/NL Couple | Financiƫle planning
22-08-2020
Mario is wonderful to work with for a lot of reasons. He is personable, to the point, detailed, flexible, and he really knows his stuff. We needed someone with international expertise because we have investments in two countries, and Mario fit the bill. Rightly or wrongly, one of the criteria that I use for selecting advice of this type is how interested the advisor is in getting into the detail. Mario would not compromise on the information he needed - and he know exactly what he was looking for. He patiently waited until we could locate the requested documents. His desire to 'get it right' had valuable impact on the quality and accuracy of his report and advice. We see him a bit as a 'detective' or 'sleuth' - in the very positive sense!
Reactie van Your Financials Leiden:
It was a privilege to structure your financial life and connect it to your life ambitions. The cooperation with your two tax consultants worked fine and we could feed off each other to achieve a solid analysis and solution for the rather internationally active family. Looking forward for more interaction!