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“Allan has been a steadfast financial advisor for years, he is patient and extremely knowledgeable about almost all financial vehicles, Allan understands how to create a pension fund and defer or eliminate short and long term capital gains. I have used Sage for Roth IRAs and the children’s college savings funds.Allan is also a very skilled negotiator and can greatly assist with most large business sales or acquisitions and the distributions of assets.Most importantly he can be trusted with your money.”
“All are very friendly, knowledgeable, and genuinely concerned for your well being, financially, and personally. My trust level with this advising team is the most comfortable I have felt with anyone in the past. You won't be sorry if you choose them.”
“I had the best experience today on the phone today. The man that helped me was very patient and understanding. He walk me through every step or steps that I needed to continue with my stocks. Thank you so much!! I so sorry I forgot his name.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“my insurance company filed for bankruptcy and then hail Storm hit. With damage and insurance along charlie freeman from adjuster, he filed a claim on me through FIGA and Was able to recover the funds I needed to repair the damaged roof. Ask an Adjuster is there to help charlie freeman will give you 100% of his time and effort to get the claim you need.”