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December 2022
Seriously, I am NOT a money person nor do I understand all that goes into financial planning. Carol has been such a blessing to a gal like me, she explains things so eloquently in a way I can understand and is really passionate about helping women understand financial planning. I highly recommend Carol!
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December 2022
I have used carol for the past 4 years. It is important to me to have everything in one place, if something were to happen to me! Carol is in constant contact with my portfolio, and let’s me know when we should change something with the market.
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December 2022
Unfortunately, I can't recommend this office due to the lack of professionalism from Mishan. She was extremely aggressive in her tactics and made our family feel uncomfortable on multiple occasions. I attempted to pass this feedback along to help future interactions, but the office has lost us as clients.