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“I have loved working with Bert. He is very knowledgeable. I can tell he wants the best for his clients. He explains things so well, he never makes me feels like my questions aren’t important.This office staff is also top notch. They get back to me right away and are always pleasant to talk to.I would recommend him to anyone!”
Financial Advising
Financial Advising
“I've been working with James for over 5 years. If you are considering a financial investment advisor, James is your best choice, he is knowledgeable and trustworthy. James has taken the time to understand my unique position and advise me accordingly. His strategies have been VERY successful. I highly recommend this professional and genuine man. Beth”