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November 2020 by Douglas F.
Excellent financial advisor. Has saved and made me more than my previous manager. Recommend him highly, very knowledgeable.Recommend disregard other review. She never used his services.
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May 2020 by Patty Bennett
Great friendly knowledgeable staff. Wonderful advice and consultation!
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January 2020 by Tricia W.
Two words: Steer Clear! We tried to do business with the owner but it turns out his ego is far greater than his ability to make his clients any money!
