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February 2019
Just an awesome advisor. Regular meetings, always prepared. Great investment advice
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February 2019
Thank you, Chad, for the amazing job you have done for the past 10 years in giving sound advice and in managing our portfolio with impeccable attention to detail!
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February 2018
Chad has been my financial advisor for about 10 years. He has an ability to ability to explain investing and planning for retirement, that is so beneficial. He is personable, trust worthy and honest. I look forward to this working relationship, for many years to come.
