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December 2020
Kole has been professional and responsive to our questions and has put together a financial plan that "fits our long term goals". That takes a good listener and someone who care about their clients. You can trust Kole to work with you and provide the service that you want and need, no matter where you are at in life.
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December 2020
Kole has been very patient with us and has explained everything that we had questions about. He articulated well, and explained in terms that were easily understood by us. Very professional.
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December 2020
Kole is attentive and knowledgeable and makes up feel secure with our investments.