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July 2023
Working with Andrew is an absolute pleasure! Very knowledgeable and takes the time to understand my financial goals and work with me on a plan best suited for them.
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May 2023
I really appreciate how proactive Andrew is when it comes to helping me achieve my financial goals. He even goes above and beyond by hosting quarterly market updates to keep me informed about what is currently going on with the market, and I am left feeling more confident and reassured in my financial planning.
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January 2023
Andrew has been a huge help in educating and helping me to manage my finances! He is extremely professional, knowledgeable, transparent, and always a pleasure to work with!