Koby Lerner Financial Advisor Richmond Hill - Raymond James

Koby was great! Was able to answer all my questions and helped manage my personal finances! I would definitely recommend his services!

Koby helped me become better at working on – not working in – my online business. In particular, he helped me to create several systems that generated, managed, and grew my business much more effectively than I was doing on my own. I recommend his services without any hesitation.

I was just starting my home made cupcake business and I had many things that I did not know where to begin with. It made me feel a bit overwhelmed. I contacted Koby and he provided a lot of value from the first appointment. I have now over 75 recurring customers. I really recommend Koby if you want to grow your business :)

Koby is absolutely amazing! He was very patient with me and answered all my questions. Very friendly and professional. Would highly recommend his services.

Koby was great! he really helped me by finding how to reach my target audience. His method to encourage me to recognize and write down my ultimate business end goals right from the beginning really paid off.

Koby was recommended by a friend who used him a few months back to get his company literally out of debt. I didn't really think of him until I started running into problems with my own businesses. Honestly I didn't think I needed someone until I got Koby to work with me. You can't describe in a short review what someone with experience has to offer but I didn't regret getting his help for a second after we started working together. Some things you just need an expert for!

Koby was one of a kind, he truly helped me organize and manage my time better. His overall charisma and passion for success really helped my organization set fantastic goals and proposed ideas on how to achieve them

Koby is a great business consultant. I have been sending Koby clients that had problems with setting goals and get out of the overwhelmed feeling and Koby did great work with them.

My husband and I had a Zoom meeting with Koby this passed fall with no intention to make any changes to our portfolio as we already had a financial adviser that we were both happy with. Free consultation with guidelines to a successful retirement was being offered so I was hoping to learn a little regarding guidelines to retirement.To our surprise we both quickly realized that this guy has a wealth of knowledge to share and help us to better attain our goals. And he is doing it so well. He is very professional, very patient, answering all our questions, never making us feel rushed or less important.As of recent Koby has also demonstrated his dedication to us by going over and beyond his call of duty. We are very grateful to have him on our side and without any hesitation would recommend listening to him if you have any hesitation as we did.

It can get very confusing when you start prioritizing the wrong things when running a small or a big business. Koby helped us to set our goals straight to the point, and realize what is important to concetrate on! Thank you Koby! Every bit of what you taught us, had a huge contribution to our business today!