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December 2021 by Jennifer K
They are one of the best teams/financial advisors in the country and absolutely love their podcasts.
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December 2018 by Alex Phillips
I’ve given Lamar’s name to a few of my clients, and they’ve had nothing but good things to say. He is very knowledgeable, and very prompt in getting back to his clients.
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December 2018 by Ralph Wiechmann
They are super professionals who care about you and your account. We are very pleased to have them as financial advisers and partners.
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December 2017 by Devette Lancon
Former Vice President retained management of our funds without our consent. Would rate no stars if possible.
