
Don P.
10/24/2020
We were introduced to Andy in 2008 after we suffered substantial losses in the crash. Wanting to go a more conservative route and have guaranteed retirement funds we met with Andy. He took the...
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We were introduced to Andy in 2008 after we suffered substantial losses in the crash. Wanting to go a more conservative route and have guaranteed retirement funds we met with Andy. He took the...
Andy and his staff have always been extremely professional. Their retirement planning is unlike anything I have seen, it is thorough, well thought out with the client at the center of mind for...
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