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“After a horrible experience with our previous financial advisor my husband and I were very concerned about trusting someone with our investments again.Darla has proven that there are good people out there. She is as genuine as they come. She has her clients best interest in mind at all times. She goes out of her way to make sure you understand all your investment choices and feel comfortable with those choices.She has the patience of a saint and will listen to any concerns you might have.We can honestly say we would recommend her to any of our friends and family without reservations.”
“I had a meeting on April 15, 2024 with Wes Jacobson regarding my 401-k that rolled over into an IRA. His answers were very specific and detailed when I was asking him all kinds of questions. I didn't feel rushed at all. He had even asked me several times if I had any other questions for him. He wanted to make sure my questions were answered. He said if I had any questions after I left to just give him a call.Thank You for a great experience.Robert Llamas”
“They have so many services and tools to help you with your finances and save you so much money that you can't possibly figure it all out I just focus on what I need and I am so happy”
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“Jill was very knowledgeable and helpful with the preparation of our taxes. She explained why the numbers changed and what to do about it if we wanted to take action. She was extremely helpful and took time to explain everything. I really enjoyed my experience with her!”