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December 2020 by Alison Joseph
Very helpful and informative! Attentive to the current trends and frequently contacts me about my investments and new ideas. Highly recommend!
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May 2020 by Alison Sabulsky
Very helpful and informative! Attentive to the current trends and frequently contacts me about my investments and new ideas. Highly recommend!
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May 2020 by Linda Joseph
My husband and I have nothing but great things to say about this group. They are very responsive to our questions and concerns. They take the time to explain to us why they make the decisions about our funds that they do. We have been with this group for almost 3 years and have been nothing but happy with them.
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October 2017 by Molly Marino
Very hard to get a hold of and you have to keep contacting to get any sort of answers.
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June 2017 by Brittani Kyle
Guy who answered the phone was very rude and hung up in my face