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“I see a lot of reviews claiming rude Services. well I've been banking here at this location for the past 5 years and everyone's always been super nice and helpful. That's just been my experience so far”
“I wanted to establish a relationship with a financial planning firm and met with Douglas Schaefer for a complimentary retirement planning consult. I was impressed with the way he listened and understood my situation. He was thorough and helped me based on how I live and what I hope for in the future. He provided a comprehensive report and pointed out some actions I can take to protect myself now, and realize my goals later. Great meeting!”
Investing
Investing
Investing
“With over two decades of experience in M&A, I've had the privilege of working with various professional advisors. However, it's rare to find someone like Ryan who takes the initiative to engage other experts in order to devise a comprehensive plan that truly benefits the client's business. Ryan's proactive approach ensures that his clients are well-prepared for the sale process by addressing business value and tax implications upfront.Working alongside the staff at Masonboro Advisors is a pleasure; their friendly and approachable demeanor makes them not only trusted advisors to their clients, but also a valuable partner to our firm.”