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“Bruce taught a Dave Ramsey class I attended. I decided to hire him as my financial advisor after the course concluded. He's been wonderful. He helped me retire early and he's done an outstanding job with my portfolio. I've been working with him for 4 years now and it's been one of the best decisions of my life. He's smart, organized, proactive, and has also has a wonderful office assistant who is always helpful.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Opened a new account and was helped by Hugo. Very nice and friendly gentleman that answered all my questions. I recommend you ask for him to open a new account! Very pleased with the service provided.”