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“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
“I have been doing my taxes with Suhar and her team for 4 years. Very professional and patient. Suhar answered all my questions and was extremely patient with me. The receptionist, Lila was very professional, kind, and helpful. I enjoyed my visit at LakeBrook Taxes.”