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April 2026
See Benjamin K. He's professional, courteous, and thorough. He'll take good care of you. 📊✌🤗
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November 2024
Chuck was wonderful . He was very patient and helpful with me and my mother.
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January 2023
Every time I need to contact my rep they are no longer working there and I have to find someone else who is never good at responding to emails and phone calls (Joe Millard). Now that I am retired and need to watch my portfolio closer, maybe I should find another company to handle my retirement that is more accessible.
