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“I had my retirement funds in TIAA CREF. The past few years they showed little increase. So I transferred my money to the stock market at Schwab with Aaron Urbelis. I moved the money in Feb 15, 2024. Today, May 31, 2024, 4 and a half months later, I have more than twice as much money! What a joy. Aaron explains everything clearly. How wonderful. -Roc (retired biochemistry professor)”
“Mike White and his team are absolutely incredible. They make investing easy and easy to understand. Ever since I moved my account to Waterside Financial Advisors I've seen my best gains. I recommend them to my family and friends because I know they'll be taken care of.”
“Receive assistance from branch manager excellent service rollover IRA. Very knowledgeable and easy to talk. Assisted with processing issues. Helped to resolve issue with completing forms. Very helpful.”
“Stephen K. was so helpful and attentive to all my needs and questions. He followed up with me to make sure everything was done. A overall amazing time and service!!!!”
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“Working with Kyle at Klaas has been awesome he has great knowledge and has set us up with a well balanced portfolio for our retirement. The whole Klaas team is fantastic to work with. I would recommend them to anyone for your financial future . Thank you Kyle and Klaas team.”