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September 2023 by Williema Mohan
My experience with Mr. Greg Smith has been excellent. He provides personalized service and is very good about explaining and answering any questions I have.
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September 2023 by Carol Pugh
Greg is an extremely knowledgeable financial planner. Highly recommend!
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September 2023 by Ruz Ogra
Have know Greg for a while he has helped me and my family. Great person to work with.
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September 2023 by brenda grotegut
Very informative. Easy to speak to. Not rushed. Answers questions readily. Makes suggestions which would benefit us. Thanks Greg for your time!
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September 2023 by Lori Smith
Great service and great team. I very highly recommend Greg. They put on a lot of educational events that have really helped me to understand the financial planning process. I feel confident that I’ll be able to reach my financial goals and love seeing the progress updates during our review meetings. Greg periodically reaches out to our Attorney and CPA to cover tax and estate planning topics that have been very helpful.
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September 2023 by Tyler Colaw
I am currently interning under Greg Smith and his team. In my admittedly short time here, I have seen an incredible dedication to delivering quality service to clients. Greg, Kristi, and Tina are kind, caring, and most importantly, they are excellent at what they do. You would be hard pressed to find someone who will work harder for you than these people. I look forward to continuing to learn from them and grow as a professional.
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September 2023 by James Amber
Greg and his staff are wonderful. Greg is very informative and is there for all your financial needs. What a great experience it has been.
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September 2023 by V. Diane Taylor
Good advisor
