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October 2022 by jade johnson
I really appreciate her guidance and love the energy she gives. I value her commitment and attentiveness
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October 2021 by Maria Abney
Ample, dedicated parking adjacent to the building. ADA accessible facility, with personal attention to detail including coffee and snacks offered to all guests. Welcoming atmosphere conducive to tailored, professional and confidential financial planning meetings.
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October 2021 by MaryAnn Smith
She is professional and personable. She wants her clients to succeed.
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October 2021 by Cortez Hawkins
Great investment advisor Marie is a must see
