Testimonial – Michael A. Tedone
“AEF provides a simple to use vehicle for our clients to achieve their charitable ambitions. The establishment of the accounts and the ongoing interactions with AEF are user friendly. The AEF team is always happy to assist the clients and us with any issues that may arise.
When you call AEF, you speak with a person that knows you and your client. AEF’s ability to custody with our brokerage firm has also provided many benefits to our clients and to us. We are able to use any investments, similar to a typical brokerage account. This provides the ability to have the account managed in the appropriate manner to achieve the client’s charitable goals.
We have received positive feedback from our clients about their experiences with AEF.”
Michael A. Tedone, CPA/PFS
Connecticut Wealth Management