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January 2024
Greg is always helpful , and goes above and beyond to help me! He has excellent advice, is very knowledgeable and always courteous! I trust him completely and highly recommend him!I'm off to Florida
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December 2023
Very helpful and gave me some ideas to ponder that I hadn’t thought of. Also very helpful with an issue unrelated to financial questions.
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December 2023
Greg was incredibly helpful assisting me with my retirement accounts. He explained everything in very simple, easy to understand terms and I left feeling much more prepared, with a better grasp on my financials. Thank you for your help!
