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“Chris Marshall and Olivia have been wonderful to work with in handling my elderly mother's retirement funds. They have been working hard keeping mom's investments where she can continue to keep living comfortably with assistance. Chris is very knowledgeable in financial planning and works diligently with you to assist you in your plans for the future. Olivia, his assistant, is so kind and patient as she walks you through the steps especially dealing with the elderly. Chris and Olivia make a great team together. I will continue to recommend to friends and family Chris Marshall for investment planning needs. They care about their clients!”
“I’ve definitely had an amazing experience working with the Wells Fargo Advisors group (different from Wells Fargo Bank). I’ve been receiving advice from Mr Sullivan for several years now and he has always been right on track with what’s going on in the market. I highly recommend them when needing high level advice with your portfolio.”
Financial Advising
Financial Advising
Financial Advising
“Andrew and his team were able to get our loan taken care of quickly and flawlessly. They beat a competitors quote and were simple to work with. If you need a loan they are your people.”