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August 2023
Jim and Ryan are very knowledgeable and easy to communicate with. They strive to make complicated issues easier for clients to understand. They are truly trusted advisors.
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August 2023
Jim and Ryan took great care of my family during the estate planning process especially giving great advice when it comes to Special Needs Trusts.
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August 2023
Jim and his team are incredibly knowledgeable, approachable and affordable! Highly recommended!
