“Martin & Melissa were recommended by friends of ours. They have proven to be very professional and capable in their management of our investment portfolio. As a testament to their results on our behalf, we have increased our portfolio with them.”

Alvaro D. | Casinum Investments Inc.

 

 

“I have worked with Melissa Prusky and her team for a number of years. The transition to Mandeville Private Client for my accounts were done efficiently and without much work on my part. I find them to be professional, prompt in answering all of my questions, and very well organized. I chose this team because of the personalized service and excellent attention to detail.

I feel that the team has worked diligently to understand my financial goals and objectives. I am pleased with the results, and I feel that my portfolio has been uniquely designed for me, and not the result of a "cookie cutter" algorithm. Mandeville Private Client has had great investment opportunities that we never had before.

I regularly recommend  Melissa, Martin and Andrea to friends, family and clients.”

Nancy McCutcheon

 

 

"I am a new client of Melissa & Martin, and I could not be more confident with my decision.  As a recently separated woman I was put in contact with Melissa Prusky, through my brother & his family, who have been clients of hers for years, and I could not be happier for having connected with her.

She and her entire Mandeville team have not only taken great care and interest in my financial well-being but also my whole well being. Through this challenging journey I am on, Melissa has made me feel empowered and confident that my finances are in good hands."

Karen Allmen

 

 

“We were referred to Melissa through a long time work colleague. Our experiences with the “big box” banking advisors had been lackluster at best. We were looking for a more personal experience to our investing combined with what we felt was a more robust and outcome proven approach to our portfolio management.  We are happy to say that Melissa, and Martin, have provided both.  Looking forward to many more years and bringing the next generation along as well.

Hugh and Kelly

 

 

"I’m a senior, still working part-time and managed to save a little nest egg for these ‘golden years’. I was never a civil servant, so I didn’t benefit from retiring at 55 with a pension. The nest egg is extremely important to me and my spouse.

In December of 2020, I transferred my money from another financial company to Melissa / Mandeville Private Client after very careful consideration. I didn’t make this decision lightly, but I had been unhappy with the returns I had been getting and the communication with the representative was spotty at best. I was contacted by Melissa and was impressed by her enthusiasm, considerable knowledge and her energy. I’ve always been a handshake “kinda guy” and there was something about our exchange that made me believe I could trust her.

Melissa has been honest and forthright from the start…I can call her anytime, 7 days a week, with questions requiring clarification due to my financial innocence and she ALWAYS takes my call.

I’ve been in sales and sales management for 40 years and I instruct sales people to do 2 things…answer your calls and do what you say you’re going to do. So, I’m very happy that I came to Melissa. I know she has some much larger accounts, but she makes me feel considered and not less important than anyone else.

Oh, and the fact that the money placed in Mandeville in her care in December 2020 had by September 2021 increased in value by 20% didn’t hurt either."

John V

 

 

"We have been clients of Melissa and Martin since 2018, having moved our portfolio from another investment firm due to poor management and, in our opinion, neglect. We appreciate their attention to our portfolio, and nowithstanding the worldwide pandemic, they have grown our assets. They are extremely accessible, and we appreciate the investment guidance we've received from the M & M team! "

Steve and Deb

 

 

"Before being referred & introduced to Melissa, the idea of financial investing and planning was overwhelming and hugely stressful. I met her at a low point in my life and she helped me take control of my day-to-day and longer-term finances. She brings tremendous skill, experience and compassion to her work. I now look forward to discussing my investments with Melissa!"

Lisa P

 

 

"I was introduced to Melissa Prusky & Martin Garcia by my parents around the time I graduated from university. Now, being 27 years old, their guidance has helped me progress further towards my financial goals at a pace faster than I ever expected at this age.  What I appreciate most is that they've empowered me to play an active role throughout, ultimately providing confidence in my wealth management plan and a clear understanding of what comes next.  I’m thrilled where I am now in my plan and can’t wait for it to continue to build in the future with their ongoing guidance and advice."

Brian Allmen