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February 2023
He was very knowledgeable and spent a lot of time with us. We had many questions and he was very helpful. A great overall experience.
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March 2022
Geoff has been great helping my family meet all of our financial needs. Would highly recommend working with him! Very professional and easy to work with!
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March 2022
Geoff has been a pleasure to work with. It is clear that he genuinely cares about his clients and their futures as if they were his own family.
