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“Dan and his team at Ironwood have been taking care of mine amd my families financial planning for over 20 years. This family style firm navigates bear markets as easily as bull markets. Meeting my individual needs to plan my retirement based on my income, monthly deposits, social security and the like. From conservative to aggressive portfolio management I highly recommend Ironwood.”
“I was a little wary about this place, as I couldn't get anyone to answer the phone originally, so I just drove over and walked in. No worries. One of the people out front helped me right away, with a not particularly simple transfer of funds. She was great. Knowledgeable about how to handle everything.. Turned out to be the best approach. No complaints at all..”
“Kevin P was super helpful and knowledgeable. He helped me with each request walking me through step by step. He takes the time to really help you understand what you’re doing. Thanks Kevin!”
“I always have a good experience banking with BMO when Johnnie is there. Johnnie is friendly, professional, charismatic, and offers the best customer service. He gets everything done in a timely and efficient manner.”
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“Been with Mark and Christine for almost 5 years now. Excellent team and outstanding advice. We feel fully supported and know well ready for anything financial situation in the future. Specifically higher education for our kids and retirement for us.”