Scott is a very trustworthy, knowledgable and customer-focused Financial Advisor. He is professional, understanding, highly capable, and also very relatable. He was so patient, understanding of...
K M.
6/18/2024
(4)
Scott is a very trustworthy, knowledgable and customer-focused Financial Advisor. He is professional, understanding, highly capable, and also very relatable. He was so patient, understanding of...
I have worked with Scott for 20 years. In that time, Scott has given me financial goals at each of our meetings to work on before our next meeting. This process has solidly helped me to grow my...
We have had a great experience with Dan and feel very taken care of and understood when it comes to our financial goals and planning. Highly recommend!
I have been a client of Dan with Latitude Financial for the past several years. I have always appreciated his honesty in helping me plan for my financial future. He has always encouraged me to ask...
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