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February 2024 by Daniel Masterson
We’ve been clients of Whitney’s for years and are so grateful for the advice and support she’s provided. She helped us create a savings and retirement plan that gave us the confidence to take a chance and pursue a big dream. We couldn’t be happier with how it has turned out. Knowing that we have a solid financial plan has allowed us to focus on enjoying the experience. Whitney is very knowledgeable and so easy to work with. We recommend her 100%.
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March 2017 by cameo gillson
I am so grateful to have found Whitney! Before meeting her, I didn't know much about my previous portfolio beyond that I had been contributing. What stood out to me was her sincerity and genuine interest in educating me, helping me become an active and confident participant in my financial goals. Her knowledge and heart are only part of what make her an outstanding advisor!
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March 2014 by Annette Puckett
Whitney is by far the most knowledgeable and empathetic financial advisor I have ever had the privilege to know. If you are thinking about retiring someday, you must talk to her. She will explain your options thoroughly, and give you the advice you need to make the best choice without any pressure. I joyfully send my referrals to Whitney and have heard only positive feedback.
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March 2014 by Jennifer Presley
My experience with Whitney has been amazing! I have had other financial advisors in the past and none of them took the time to educate me like Whitney does. Not only does she make sure I fully understand what she is doing with my money she is consistantly staying in touch with me, making sure we are always both on the same page. She does this because she turly CARES about my future. I highly recommend using Whitney for your investment needs as I can assure you, you will receive the highest level of care and customer service. Thank you Whitney for all that you have done and continue to do for me and my money! :)
