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“Excellent presentation at WCC regarding “Tax Efficient Retirement Strategies ” ! Brian covered a lot of informative points and various subjects which was most helpful in a birds eye view of the whole picture. Our follow up meeting reviewed more details and specific questions and if any "tweaking could be done". Love that! I so appreciate his time in reviewing our portfolio and calming any concerns we may have had on our investments.”
“My boss gave me a gift card for trade first as a Christmas gift. I was able to go to the tradefirst market and purchase some items for Christmas in addition to going out to eat & even used the gift card at a local vitamin shoppe for personal use. There's so many ways you can use Tradefirst!”
Financial Advising
Financial Advising
Financial Advising
“I have been getting my taxes prepared at Key for over 10yrs. Mr.Sanders was my original preparer, then I began having his wife Kim do them. They have always been professional & punctual with the processing, as well as having resonable fees. They know who I am without having to check my file,which is a huge comfort knowing that I'm being thoroughly being taken care of! I will never go to another company as long as Key ia in business.”