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September 2021 by Allen Romeo
Trudy Mullins is absolutely fabulous! Throughout our many years with Raymond James ,our many conversations with her have been both highly informative and enjoyable. As a financial advisor she has helped us to navigate through the labyrinth of financing, assisting us with advice and transactions that have always worked out effortlessly. She is very knowledgeable and just as important, very patient and generous with her time. She has always been accessible and has always promptly called back even when out of the office to explain and help us out with financial matters. We strongly recommend her as a financial advisor without any hesitations.Allen & Rebecca Romeo
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July 2020 by Michael Wiseman
Patrick and his team are first class in offering exceptional customer service, knowledge, and helping you make sound decisions with your investments. I highly recommend Patrick for your investment and financial planning goals.
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June 2020 by Charlotte Pardales
Zach Tussel and his team were amazing! They answered my questions quickly and professionally. It is nice to be able to speak to an advisor and not call some 1-800 number. Will be recommending Zach to everyone.
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June 2020 by Scott Andermann
Zach Tussel is very professional and friendly. He's always available and happy to answer any and all questions. He has the knowledge of how to make your money work as hard as you do.
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June 2020 by Sabrina Xiong
Zach is awesome! Very polite and knowledgeable. He's always quick to answer any questions I have. I would highly recommend!
