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July 2020 by Loan Star
Working with Paul has been educational and informative. His Fiduciary Fee-only approach is unique and sets him apart from the other advisors in the area. His experience, knowledge and compassion makes him stand out and you will feel the same way the first time you talk to Paul. He is a member of the CFA which I found to be comforting as the CFA institute is a global association of investment professionals. Paul Definitely has more than just hometown experience to offer. If your well established financially or want to plan and invest for the future Paul is the person to talk to! I recommend Paul to anyone.
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July 2020 by Mariah Mohr
The Rossi team are always professional, kind, and very efficient. It’s always a pleasure to do business with them and I always end up with a big smile on my face! Definitely recommending Paul to all of my friends and family :)
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July 2020 by Brendan Mohr
Paul is incredibly knowledgeable, friendly, and incredibly helpful. Him and his team will go above and beyond to help you out the way you deserve. Could not recommend them more highly!
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July 2020 by James Peterson
Paul has been instrumental in helping understand how to intelligently plan for future retirement. His knowledge and understanding of the financial markets is outstanding. Paul is very personable, professional and always willing to help. Happy to have a great resource like Paul in my home town. Highly Recommended!
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July 2019 by Seth Swenson MBA
Great advice on an ongoing basis! Provided a really helpful financial plan!
