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Jeff is very knowledgeable and I consult with him on a regular basis. He communicates well and can explain complex financial items so that we can understand them. He listens to both my wife and I to understand our goals and wants for the future... (Read Full Review) - Brian
Joseph really examines the trends and his margin of error is well below industry standard. The good ones don’t play fast with OPM, they watch the cycles customizes advice for your circumstances. Joe works well wi... (Read Full Review) - Anonymous
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