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February 2022 by chris mccarthy
I have had excellent advice and the personal service is above and beyond. Information is easily accessible and well explained.
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May 2021 by Linda P.
Scott Price has been our financial counselor for over 6 years. He has always been open to hear our concerns and available to talk about our retirement financial status whenever we call. I can't say enough about the good advice and service Scott and Connie provide. We feel 100% comfortable in recommending them. They have never steered us wrong.
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May 2021 by Mark L'adroit
Solid financial advice, community-oriented, attentive to client needs. And, very friendly to boot.