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“My wife and I have been going to Courtney for many years and the staff and her treat us so well I highly recommend seeing her she is awesome one of a kind and she knows her stuff that’s for sure 5 stars from us”
“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!”
“I was lucky to meet Rich. His focus is to help people. It’s not easy to find the right solutions to resolve financial issues or improve financial well being. Rich guided me through a seamless process. I now trust this process will protect my family and guide us into real financial independence. I’m very impressed with his professionalism and desire to help others and my family.”
“Melissa De Rosario and Michael Pesendorfer took over after my initial advisor left and have done an amazing job of getting my investments organized and communicating with me on any goal or personal changes. Highly recommend them.”
“Questions on investments, managing money, planning for retirement? Come to this location! Zoya was amazing to get us started with Charles Schwab. She walked us through the amounts of money we had in different accounts, what different investment funds we should consider, briefly discussed our future goals, and set us up with a financial advisor to further our investment strategy and plan. The Charles Schwab environment made us feel comfortable with the investment direction we are going in.”
Financial Advising
Financial Advising
Financial Advising
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.”