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December 2022
So grateful I was referred to Jeff Forrest several years ago. He and his team of professionals have taken great care of my financial goals so I can focus on my career and living life!Thank you SOUND!!
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December 2021
Jeff Forrest has been my financial planner for 4 years and is a fantastic life coach. He efficiently and kindly helped me with my Dads Trust and its execution. Both he and Pam were professional, so helpful and knowledgeable. He has helped me make some good investments and listens to all my ideas and concerns.
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December 2021
Jeff is delightful to work with and is always so professional and positive. He works tirelessly to guide his clients to help them achieve their goals by offering options that will best fit their needs. He listens attentively and has a coaching model for how he supports his clients in attaining wealth and success.