Lance Worley

Review of Equity Concepts LLC

Alan Dole is an excellent financial adviser; he an...

Alan Dole is an excellent financial adviser; he and his team have put together a very thoughtful portfolio for us, remained on top of communications, and continue to provide great support even though we moved out of state. He was very accommodating to my investment strategies while also providing thoughtful pros/cons to my thinking. A sound teacher and advocate who has been a great support to me and my young family. Highly recommended!