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“Carl is simply the best! I recommend him for all of your financial needs. He is kind, thoughtful, listens and is able to put together a plan that works for each individual.”
Financial Advising
Financial Advising
“Ed Shupe had been at this office for some time. I hope his phone number is easily found among Schwabs 's web sites. He has been a great help in various investments ideas and has hosted interesting meeting featuring informative speakers. He is a valuable asset.”