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September 2023 by OBj Conner
Never go here they have a money thieving crook by the name of April maheu not only is she a crook at work but in her personal life as well!! Not sure why they would keep someone like her working there!! She steals money from others to profit her own vacations and to take from other families!!I do not recommend contact
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January 2022 by Jennifer Chapman
Bob Cook has helped my family's portfolio tremendously. He has steered us in the right direction as to how to make the most of our financial nest egg all while explaining everything that we need to know and understand. And he's so helpful and accessible when I have questions. There's not been a single time that I have reached out and did not get an immediate or quick response! And his staff is always so friendly! They even ask about my children by name! A HUGE thanks to Bob Cook, Stacey, and the rest of his staff!
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January 2022 by Theodore Caswell
I have been with Bob for several years. He has helped me build a secure portfolio. Bob is very knowledgable and trustworthy. He has a great staff working with him. They are professional and responsive. I certainly recommend Bob to anyone who wants their money managed responsibly.
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January 2022 by Lauren Brooks
Bob, Stacey, and Laura have always been prompt to return any phone calls and answer any questions or concerns I may have. They are always kind and professional—even when I ask a lot of questions! I trust and value their knowledge and advice and am so thankful for them and the service they provide.
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January 2020 by Daniel Maxon
Very disappointed!! Almost everything Bob recommended has failed miserably, so glad I am not longer with him, but will never recoup the losses!
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January 2020 by Pius Adeosun
Most boring experience. The man has no clue. Just there to collect fees. Never go back to this place
