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October 2019 by Pablo P.
I had the most incredible experience with the representative Imelda Casanova. She was so helpful and kind and especially patient. I probably have called her about six times in the last two days and not once did she get frustrated. I just got a new car and she was able to set up the insurance and in no time. I've been in customer service for 14 years and know how to treat my customer and Imelda was my competition. Thank you for going above and beyond and know your are a asset to your company.
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December 2018 by Brian Hand
Great Company to work for. This company is growing like crazy and is going to soon be the leader in Pre and Post retirement planning!
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November 2018 by Danielle P.
Brian Hand is an excellent financial advisor. He has spent time educating me in my financial decisions, and I would recommend any of my peers to work with him.
