Client Testimonials - C-Suite Executive
David, age 56, married with 4 children.
President, publicly traded company
I have been working with Sandy and Catalyst for 4 years now. Based on my goals and objectives I was looking to diversify and invest money in a tax efficient financial product with a high degree of safety and tax benefits. Catalyst was able to analyze the marketplace, found me the best product for my needs, and most Importantly implement and execute within my overall financial plan.
I continue to use their services on a regular basis.