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May 2020 by Todd DeJesus
If you're looking for great financial advice from a reputable company but prefer the more one-on-one interaction of a smaller firm, then you will be set here. Jim and his office manager run an excellent business. I love the personalized attention and ability to be flexible. There is no pressure there is no pressure to buy stocks or invest in anything specific. I highly recommend investing here. You can do this with as little money as you want which a lot of other companies won't allow.
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May 2020 by Karolin Zekhtser
My husband and I met James for a consultation. We left very happy with the information he provided. Looking forward to working with him.
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May 2020 by Ira Heyman
These people will make you money! Excellent service and all around great experience.
