DON, PRESIDENT OF A REGISTERED INVESTMENT ADVISER FIRM Recommends Joel Beck
– DON, PRESIDENT OF A REGISTERED INVESTMENT ADVISER FIRM
The Beck Law Firm, LLC provided me and my financial planning practice with the legal framework needed to take my practice to the next level. While I had the vision of where to take my firm, Joel Beck's experience in the securities industry assisted in the incorporation of the firm, provided an excellent review of my ADV and client questionnaire, processed a service mark of my firm's slogan and logo, and assisted me in obtaining an experienced and competent compliance consultant to audit my 14 year old registered investment advisory firm. The Beck Law Firm, LLC was the partner that I need to rebrand the firm for the next level of service for my own clients.