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November 2023 by Ian Robinson
I have worked with Sara for many years now and she is an excellent advisor. She is always willing to take the time to talk with us regarding our investments and future plans and gives good advice for managing our money. Her team is always helpful, friendly, and ready to assist. We are grateful to have her and her office as our financial advisors.
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July 2020 by Barbara G.
The office goes over the top to help wherever they can. They've helped in closing accounts, family deaths and so much more. Appreciate that they contact you on changes to your account whether it's moving assets to improved dividends. Very highly recommended.
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April 2019 by Heather Vina
Sara is professional and extremely knowledgeable. She and her team make investing in your future and enjoyable event.
