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“I have worked with Brendan for the last 10 years on both retirement plans and life insurance policies. He has demonstrated that he has extensive knowledge about both topics and how to integrate that knowledge into a beneficial tax strategy that will pay off when I plan retire.”
“Outstanding Service - Just wonderful people to deal with. I called today (September 7th, 2023) and they took the time Out of their day to answer a few questions for me - I wouldn't Hesitate to offer a recommendation for this firm - they are Outstanding. Thank you so much for your professional service.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“I worked with Kristine L DeBellis as well as Lissette Alvarez Tomas and they were super helpful in every aspect. English isn't my first language but they were able to get everything sorted for me and help me through everything. They are very fast, efficient and kind. I felt welcomed and felt as if I was in good hands”