We have been clients at other financial advisors and have incurred unfortunate results from inattentive service. Alcove was recommended by a close friend and we entrusted our financial accounts to their team. We cannot express our gratitude for their attention to our accounts and our financial needs. Their professional guidance and expertise has far surpassed our expectations. They are not only professional, but provide a friendly and warm atmosphere. They truly care about our present and future concerns. A heartfelt thank you to the entire team at Alcove; Leslie, Daryl, Eileen, Nick and Vincent.

This statement is a testimonial by a client of the financial professional as of 03/09/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

My wife and I started our relationship with the Alcove team a little over 2 years ago. The experience has been great. I wish we had started with them sooner. Knowing Daryl and Leslie are focused on our financial future has allowed us to enjoy our retirement without the financial anxiety.

This statement is a testimonial by a client of the financial professional as of 03/24/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

We have worked with Leslie & Daryl for about 20 years. They have focused on our priorities and understand what’s important to us. They have incorporated our critical expectations and have recommended investment tools that have enabled us to retire with peace of mind. We feel a genuine sense of caring from the entire Alcove Team and have great trust in their financial services.

This statement is a testimonial by a client of the financial professional as of 03/21/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.