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October 2023
Beautiful new space! Very sophisticated. A real upgrade from the old place on Herschel.
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June 2023
Just awful!our alleged wealth manager Andrea set up our trust as testamentary instead of living even though we handed her the paperwork. We don't even have a testamentary. Now it is causing all sorts of problems for us. Avoid!!
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August 2022
Their Wealth Management Advisor Nick Bialecki placed a block on my saving and checking account when I tried to move my fund to a different bank.