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“Definitely the best experience I've had when it comes to tax time. Suhar and her team are very friendly and extremely professional. Suhar took the time to explain things to me and find every possible credit. I will definitely be taking my business here going forward.”
“Connor does a great job and I've had zero issues with communication or in person availability. He has made money managing an easy process while going through some of the more trying times in my life. I would recommend Connor to anyone!”
“Been comfortable with Ryan Cole acct mgr.Always available to set up appt within a few days and speak personally about the market and my acctAmy Farber took over as my account rep.Very happy with her. Seems concerned for her clients and has helped us make good decisions . We recommend her and appreciate her time and knowledge. 5*”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Mrs. Lilia gave us a lot of information about the insurance, she helped me change my insurance and explained its benefits well to my husband.
Excellent person”