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May 2021
Geoff is not only a professional who is good at his job, he is also kind and compassionate. He is proactive and cares about you, as well as your investments. After working with Geoff for years, I wouldn't trust anyone else with my money!
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May 2021
Extremely helpful, thorough, professional, and personable. All of the guidance that we receive from these guys is solid. Never salesy, always looking out for the big picture, and always taking market conditions and impacts into consideration. We really appreciate these guys, and look forward to a long future with them.
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May 2020
Geoffrey is a wonderful financial advisor. He provides excellent service, keeps you in the know financially, and is always listening to your concerns and questions.
