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April 2023
While Mr Bennet agreed to restrict our investments to "conservative investments", our losses due to his recommendations far exceeded the downturn in the market, particularly in the area of proprietary products.
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January 2020
Not so great customer service. No call back in case disconnected. Don't care about customer service much.
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September 2019
I've worked with Bob & Jim for a number of years. They are extremely focused on providing excellent customer service. I recommend them strongly.
