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“I had the opportunity to work with Megan Lee. She was very professional and willing to help. She would explain things to help me understand and went above and beyond in terms of customer services. She would put the customer’s best interests first and i can attest to that.”
Financial Advising
Financial Advising
“Very knowledgeable and willing to help! In their busy schedule and although they weren’t accepting new clients, Hunter still went out of his way and took a few minutes to answer my tax questions on phone. Very polite and professional and highly recommended!”