What Our Clients Are Saying
- “Not everyone can do what you (Jim & Julie) do, but anyone can see that what you do makes a wonderful difference. Thanks for all the support and kind friendship.”ARIS CHRISTODOULOU
- “If you are a business owner, you need a CLEAR PLAN in place to GROW and KEEP the wealth you have created. Podium prosperity is doing this better then anyone. They map out your financial future so you know where you are, where you’re going and how to protect yourself and family along the way. “JUSTIN MOORE, MOORESURE REAL ESTATE INVESTING INC.
- “At the end of the day what I gained wasn’t just a financial plan for my business, but I gained two valuable members of my team that are focused on making sure I”m as prepared for the future as possible. I can’t stress enough how important it would be be for any business owner to sit down and discuss with them how Podium Prosperity Group can help them excel and thrive in their business. “DR. MATT TRIBE, BSC, DC.
- “We can’t say enough about how much the team at Podium Prosperity Group have helped us with our personal and company’s financial and risk management needs. They have suggested and helped us implement a solid plan that has us looking forward to a comfortable and stress free retirement.”PETER & NANCY GIGUERE
- “The team at Podium Prosperity Group really understands business. More importantly, they developed a deep understanding of my business – what makes it go, where it�s headed and how to significantly enhance my wealth leveraging my corporate success. Their individualized wealth management is something that I have never experienced before. Their patient process around my finances helped me understand my current financial situation and plan for the future. I leave meetings with them like I have just had coffee with and old friend. “K. MOORE, BCBA, ENTREPRENEUR
- “I’ve recently worked with Jim Pelot to implement the Insured Corporate Life Program through my Professional Corporation, including Critical Illness, Universal Life and a Personal Pension Plan for my retirement. He�s also helped me identify opportunities where I could save money, get better coverage on my policies and increase the tax efficiency of my Professional Corporation. My disability coverage virtually doubled for about the same price, and I understand clearly now what coverage I already had, what was missing and what could be enhanced. I encourage you to connect with Jim for a review of your existing coverages.”ADRIAN INDAR, MD
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