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“I was completely impressed with the genuine professionalism and customer service from Jaclyn McGuire. Even through the phone, I could feel her affable demeanor and it brightened my day. So happy there are still people who choose to be positive and have an upbeat personality.”
Financial Advising
Financial Advising
Financial Advising
“I first met Jeff 13 years ago when I was basically starting my life over. I had only enough for a very minimalist lifestyle and very little savings. He was recommended by a family member, and what started out as a basic client-advisor relationship grew to what I would consider a very trusting friendship. He listened to my goals in the beginning and was very up front about what would be needed to reach them. During the ensuing years, he provided encouragement and reassurance that sacrifices made in order to maintain a high savings rate would pay off. He was a steady source of emotional support when market downturns seemed to dash any hope of ever reaching my goals. As a result, through his investing strategies and by following his advice, I am able to retire comfortably in my late 50's. Definitely a 5 Star advisor.”