Par pfin7894
30 novembre 2017
Excellent planning strategies for families... Well thought out process to help us get a handle on our entire financial picture. Highly recommend.
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Excellent planning strategies for families... Well thought out process to help us get a handle on our entire financial picture. Highly recommend.
After the death of my husband I was left devastated and lost. Dave and Colleen helped me through this most difficult time and had open and honest discussions about my finances and needs then came up with a plan that I am so happy with. I feel confident in my future and it is a huge burden that I don't have anymore because I have complete trust in the investments they recommended and put in place for me and my family. I would recommend them to anyone!
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