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I went to this business to get some advice on dealing with a recent inheritance and also some financial planning regarding retirement. The people there were very helpful and accomodating, and took their time with helping me consider all my options, as well as giving me good advice that has saved me moeny already. The price of their services was very fair as well.
Posted: 12/22/2005 • Last edited: 1/02/2008 • Link to this review