Nest Egg Financial Advisors

We have been working with Lisa and Jack for over a year now and I could not be happier with them. Their services are top notch because of their holistic approach to financial planning and because they really care about their customers. What they provide is far beyond investment advice, and also includes retirement planning, long-term tax saving strategies, and insurance and estate planning evaluation. Thus, they look at your financial health with a very comprehensive approach. I also appreciate the thoroughness of their analyses, and the way they tailor their advice to fit our life plans and goals. And last but not least, Lisa and Jack are excellent people, caring, responsive, patient, organized, flexible and totally reliable. That's why I highly recommend Nest Egg FA for your financial planning needs.
Oct 25th, 2023

After so many disappointments with past advisors, we were very fortunate to have met Lisa Farrier and Jack Eikan! Unlike our past experiences, Lisa and Jack did a deep dive into our life and financial goals. They took the time to evaluate where we were and where we desired to be. The comprehensive identification of our goals evolved into an action plan that has allowed us to achieve them. They remain engaged with our plan and carefully explain any adjustments to it that aide us in helping to meet our goals. It is a pleasure for us to have them on our team, THANK YOU!
Sep 30th, 2023