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September 2023
Dan is wonderful to work with. He is personable and truly cares about each client and our financial future. He is very responsive to calls, texts and emails when I have a quick question. Highly recommend Dan!!
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September 2023
Dan has been working for me for more than 10 years. I am financially secure thanks to him. He knows what he is doing and is professional as well as fun. I HIGHLY recommend him for any financial assistance you may need.
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September 2023
A top notch finance professional. Dan does an amazing job working through my financial journey and works to be not simply an advisor but an advocate and partner in achieving my goals. Can’t say enough about how great my experience has been!!
