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8:30AM - 5PM
7211 Hiawatha Pkwy, Spring Hill
Financial Advising
“Jim is super helpful and professional and was able to answer all of my questions. This created a lot of clarity for me with my current situation. I highly recommend this business. Even if you just need to ask some questions and want to do so comfortably, this is the place to go.”
“If you need tax planning or advice Randy was great. He answered all my questions and saw me at my convenience. The receptionist was great and helpful as well. Will use this business again if I need any other tax planning or financial guidance”
Financial Advising
Financial Advising
“I went to Erick as I was retiring and needed to set up a strategy to maintain income, but also steadily grow my assets. We worked together, looked at all the options, and settled on something that fits perfectly, but still leaves me with financial flexibility. He really listened to my needs. Tracy sets up my appointments, communicates anything of importance immediately. All in all, a very positive experience.”