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August 2023
Avoid!My parents have a complicated estate plan. Due to George Stefanou's either incompetence or indifference, their estate will likely lose $50,000. Edward Jones had been unwilling to offer any assistance on this matter.
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March 2023
It was time to get some help with my investments and I feel great that I chose George Stefanou to help me. He reviewed my current situation, carefully listened to what I needed and proposed a plan that gives me both peace & confidence. Highly recommend!
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November 2019
George is very good at keeping in touch with me and returning my calls. I am rather active in monitoring my accounts and specific investments and appreciate his suggestions/input. He also is knowledgeable about various investment alternatives.