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September 2026
Xavier Rodriguez was a pleasure to work with. He took extra time to analyze all of my accounts and make informed recommendations. Highly recommend !
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September 2026
Fotios was great to work with. Really took the time to listen to what I needed and wanted and helped me rollover my retirement plan. I wish everything was this easy!
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July 2026
Great experience working with Fotios Katsigiannis on some issues I was having in transferring assets to Schwab. He was extremely helpful in resolving the problems.
