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February 2024 by Lisa Geiger
I had to share my experience with Tom Linas. He is extremely attentive and knowledgeable about the market. He has exceeded our expectations! We are very impressed with the way he is handling our portfolio. Very professional with great communication skills. I would highly recommend Tom for your portfolio management! We are so happy! Thanks Tom!
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February 2022 by Samantha Meyer
Everyone here goes above and beyond. Todd has really helped us plan for our future!
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February 2022 by Shea Meyer
Great service and knowledgeable staff.
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July 2020 by Jim Peyton
Terrible performance. Over a four year period account with no withdrawals up only 5%. Over the same period the Nasdaq was up 42%. Unacceptable. Of course they still took their management fees. Would leave zero stars if I could.
