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Genuine Company! Will recommend to family and friends!
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Thank you so very much James for reaching out to me and my husband. You made us feel very much at ease when speaking about our retirement accounts. We really appreciate your guidance in educating us on the values of a diverse portfolio. We are now looking even more forward in enjoying our time as retired grandparents. Thank you James for everything. We are beyond grateful.
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Business's response - by Zeve K.on 1/7/2019
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It was a pleasure to work with you and your husband. We do everything we can to place our clients in the best position to enjoy their well-deserved retirement. If there is anything we can do to assist you and your husband, please don't hesitate to contact us.
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