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8AM - 4:30PM
141 Mack Byu Lp Suite 302, Santa Rosa Beach
Investing
“Don't know what the " bad" reviews are really about..or substantiated. As far as my family and I are concerned , we have always had great response and fair , professional advice. With that said, you as a customer must do your due diligence as well when it come to personal investments. Some want to be bottle fed then burped..Wells Fargo Advisors is a top notch firm. If you”
“Ed Shupe had been at this office for some time. I hope his phone number is easily found among Schwabs 's web sites. He has been a great help in various investments ideas and has hosted interesting meeting featuring informative speakers. He is a valuable asset.”
Investing
Investing
“James has been my advisor for many years now. His process is sound and his guidance has worked wonderfully for me and my family. His build from the ground up mentality and long term approach to investing is the right fit for me. It’s proven to be effective in both up and down markets. With James’ advice we just keep winning! Big thanks JR !”