Insight College & Financial Solutions

I have worked with Doug for over 5 years now. He is a kind and wise advisor, very patient in helping me to understand what he proposes. We began by focusing on a strategy for maximizing the financial aid offers my son would receive. This was crucial to his ability to be able to attend and, ultimately, graduate from his "dream" school - which I am proud to say he did in May 2024. Since that time, Doug has helped me to manage the decision regarding purchasing my first home and, recently, how to manage my assets for maximum growth for the retirement years. As a person of modest means, and plenty of anxiety over how decisions will impact my future financial security, I am so grateful for Doug's help over these years. I never feel like a "customer" he is trying to sell something to but rather a friend who Doug is genuinely interested in and wants what is best for me and my family whether he benefits from it financially or not. I trust him and recommend him very highly!

Doug at Insight College and Financial Solutions came to the High School my daughter attended and provided eye-opening insight into financing college, as well as insight into testing, writing college essays, and choosing a college that would be appropriate for my daughter's interests. I would highly recommend him to anyone looking for financial help with college, as well as college preparation in general.

As a parent doing this for the 1st time I felt lost. I never went to college and had no clue where to start. Doug was able to answer all the questions I had and stear me on the right path.