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Burley Jacobi

United States

Review of NuvOak

Verified Oct 17, 2022
United States

"Nuvoak is the best"

After working with several "professionals" who claim they have fiduciary duty whereas they're all focused on personal interests, working with Alicia Mae Courville and her team at Nuvoak has been an absolute dream! They deliver truly professional financial planning services and put their clients’ interests first. Alicia was clear about what she would need and what she thought she could do. She surpassed my expectations. Asked for less and gave me more.– I’d happily recommend her to anyone wanting a holistic personalized service.

Date of experience: Oct 17, 2022