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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.”
“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.”
“This location is the best one. Hands down. From the branch manager, all the way down. This location is always friendly and professional, and we always have a laugh. Does your bank do that? No? Hmm maybe you should change to an amazing federal credit union.”
“Don Whitman has been my financial advisor and tax professional for over 20 years. I have recommended him to friends and family because he (and his entire office staff) are amazing. When I first started with him I had no idea what I had financially. He put everything together and made recommendations that allowed me to retire and keep the same lifestyle that I had while I was working. That is amazing! I highly recommend WJCPA.”
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“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!!”