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June 2021 by Mir Cameracrew
Excellent experience.
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January 2021 by Kathy Seward
I have been thrilled with Rachel Wood and Tamara Smith as my financial planners.They have helped me arrive at a place where I can feel comfortable retiring. They have always listened and never tried to get me to invest in areas I was not comfortable. They work with me, educate me, and always available when I have questions.This firm truly looks out for their clients.
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December 2019 by Dan Hodges
Rachael wood is amazing!
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September 2019 by Robert Folkestad
First meeting with them was this week, I was very impressed with the knowledge and advise. They saved me a significant about in the long term and helped point me in a direction to reduce taxes too! Great experience.
