She is very knowledgeable and was extremely helpful. She took a lot of extra time to make sure that I understood my current investments and my options for the future. She really listened to my concerns as we discussed the current/future needs of my family (college tuition, retirement, etc.), and was able to use this information to create a plan that has made me feel both comfortable and confident. I recommend her highly!
Pros: Professional, knowledgeable and experienced
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