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September 2023 by Elizabeth Taylor
Jimmy and his team have helped us manage our money for years! They are very helpful and always available to discuss any questions that we have, no matter how big or how small. Extremely personable and very knowledgeable in navigating this ever changing economy. I would 100 % refer them! Thanks Jimmy and Team!
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March 2020 by Julian Strayhorn II
Not a very helpful company when it comes to customer service.
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April 2019 by Bryan Castano
I was considering using the services of this company, but once I saw how #krystallsanford can be so petty and lie about an organization just because she didn’t get what she wanted. Just gave me such a sour taste to move forward them and their financial services. I don’t want other people to get caught up with company much less her! #krystallsanfordlies
