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November 2023 by Stephanie Parker
Tom Fleishel and the entire team are great advisors. They've been very helpful in planning how to strategize to achieve my goals and manage money for maximum retirement potential. I love the personalized service and consultation, and it's good to have a home town team who is well-networked and treats you like family. Highly recommend!
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July 2023 by M Ostermann
What a wonderful group! Professional and caring. Tom gave me excellent guidance and together, we were able to set up an excellent financial plan for my future.
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November 2022 by Judy Ward
So very pleased with the friendly yet professional service from Tom and his great team! It's such a relief knowing our investments are in good hands so we don't have to worry about the normal ups and downs of a fluctuating market over the years. We appreciate doingbusiness with a home town business that has our best interests at heart!
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October 2022 by Eileen Kinsey
Totally satisfied with the planning and the time that they take with us. We have been with them for years .
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October 2022 by Kim Alepin
Purely Professional excellent choice for money management Tom & team are amazing
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July 2021 by jeff hawkins
Since day one, Tom and his team have gone above and beyond to ensure our finances are well taken care of. He employs a team of dedicated professionals that are fully committed to ensuring the best possible customer service experience. I have never been happier with my financial Outlook than I am after dealing with Tom and his team.
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July 2021 by Andria Bohner
Good responsive team always polite courteous and attentive. Willing to explain and elaborate on anything that I might have questions or concerns about.
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July 2021 by Carrie Rathel
Caring customer service and a fantastic group of people to work with! Reasonable fees, so happy that I went with this financial team!
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July 2021 by Casey Marshall
Excellent financial planner, looks at the entire picture.
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July 2021 by Bryan Elliston
High fees + commissions + planning charges + aggressive ‘my way or the highway’ investments is a hard thing to sit through. No wonder staff turnover seems high.
