Marilyn C. Freilich

Sydney, Age 73

Sophie has been my financial adviser for more than five years and is always very generous with her time, carefully explaining every step which has led me safely and confidently into my recent retirement.

She’s always a pleasure to talk with, and I can’t thank her enough for her patience, helping an often not-so-knowledgable client with my many questions.  I highly recommend her talents to anyone who needs solid advice on any financial matter.