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October 2020 by Paula Reynolds
I highly recommend this firm for your wealth-building and retirement needs
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October 2013 by Syd A
They offer a very comprehensive and high level of work to every one. There isn't a better personal financial specialist in the valley.
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November 2012 by Devon B.
These guys know what they are talking about! Their knowledge and passion about what they do is impressive. Jakes ideas on tax strategies for investing and retiring are what sold me. He explained new ideas in a way that made a lot of sense. Great and personal customer service. Highly recommend!
