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October 2022
I value the insights and guidance you provide, Josh. Thank you for always taking the time to answer all our questions.
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July 2022
Josh was very helpful as we were trying to navigate the minefield when dealing with a family member's finances. He listened to our concerns and goals and helped us develop a plan of action that helped our family in a difficult time. We appreciate his professional, knowledgeable, and empathetic manner.
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July 2022
Josh is a very intelligent and personable financial advisor. He cares about his clients and gives advice/options that benefit the client the most.
