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September 2023 by Philip T.
Loren is extremely knowledgeable & talented. He is the hardest working, most compassionate, and genuinely the best financial advisor my wife & I have ever worked with. We found Loren through a referral when we moved into town post Covid. He wasn't excepting new business at the time but he squeezed us in, and by no means does it feel that way. Loren takes his time when speaking with us, as well as always doing his own due diligence prior to our meeting. I look forward to many more happy years of business!
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July 2020 by Brian Trapp
Danny Chi went door to door and rang our doorbell right next to the "NO SOLICITORS" sign. Very rude. Either you can't read or have no respect for people's wishes - either way this is not what anyone wants in a financial advisor!
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May 2020 by Max Meyers
Finding an investment person you can trust is hard, no doubt. You can stop your search here. Loren Winter's office is amazing. But more importantly Loren runs his business with a sound moral compass, honesty, integrity and empathy. My wife and I, plus my business' employees, all use Loren Winter as our retirement accounts adviser. I recommend Loren Winter without a single hesitation!
