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April 2021 by Lisa S.
So impressed! Very easy to make an appointment. Derek was fantastic - thorough and very knowledgeable! I won't hesitate to use them again, and am spreading the word to my family and friends! Fantastic experience!
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March 2020 by joanne connolly
Great services and advice with years of experience
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May 2019 by Ashlie Sheridan
Jay was able to get us a great price just starting out a new business venture. Very informative and helpful across the board!
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May 2018 by Robert Saunders
Great personal service. I love the combination of investment advice and taxes in one spot. I recommend both Derek and Cary.
