The team approach to achieve a very important goal is unigue! Beverly KENNEDY WAS AWESOME IN HER KNOWLEDGE OF FINANCIAL PLANNING. She gave us the questions to ask our other advisors.Her sincere recommendations for legal advice helped our frustration\r
for finding the right lawyer, the right bank :she even helped us with a problem with FPL ,and lowering our car insurance rates with our insurance agent.
Pros: A wonderful Strategic Planning Firm !
Cons: My company would have saved alot of money if we went directl
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