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“I have been a client of Andrew for over 20 years. He has always given me sound advise both on tax filing and investments. I am now in the very capable hands of his son Scott who is also a pleasure to work with. I have the utmost faith in this practice and will continue working with them in the future.”
“11 years of great advice to help make my retirement secure and enjoyable. Have nothing but the best regards for Susan's intuition, professionalism and recommendations during our personalized service which has secured financial rewards even during the tough market swings. I will remain a loyal client for my remaining years.”
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“Pamela at Charles Schwab is an exceptional financial advisor who truly goes above and beyond to provide her clients with top-notch service. My mother and I originally visited in person due to a few time sensitive questions we had, and Pamela was happy to assist us. Throughout the entire process, Pamela was always available to answer any questions I had and provide guidance whenever I needed it. She was patient, knowledgeable, and truly invested in helping me. She even followed up with a phone call and assisted me with setting up an online account. Thank you again for your time, Pamela!”