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“I have been very impressed with Asset Preservation from the first day I stepped into the office. Everyone is very welcoming. Dan Murphy has been great with me, very patient and explains things in a manner that I can understand. He always responds back to my emails or calls in a timely manner. I highly recommend them.”
“I've been using Financial Planning Unlimited for my taxes for over the last 20 years. Awesome staff and owner. I like the "family" feel you get when you see them. Never disappointed me.”
“Was a Fidelity client, but was treated badly, which brought me to Schwab. They listened, were friendly and willing to work with me. Very professional and highly recommended!!”
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Investing
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“Everyone was very helpful. I left with exactly what I needed for my new years celebration. The owner even came out to say hello and make sure we were happy. I will definitely be back.”