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September 2023 by Andrew Lipin
Chad is an exceptional financial advisor. Their office of Chad and Lisa provide the highest level of customer service. They both display genuine care for each and every one of their clients. I would most certainly recommend Chad to be your financial advisor!
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February 2023 by George Norberg
The office team of Chad and Lisa is great. Chad has knowledge in market investments and is always available. Great place to start investment planning.
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January 2020 by Jane P.
Chad is a top notch professional who is knowledgeable and friendly. He explains everything and he's always available to answer questions!! His administrative support staff is equally responsible, respectful and helpful!!!!
