Brian has worked with me since 2007. He has truly diversified my assets - the 2008 downturn was not a concern at all. Before I was with WellsFargo Premier Wealth Management and they charged me a 1.5% management fee just to put me in mutual funds that performed sub par. 2 Years ago he helped my family and I restructure our life insurance policies to get more coverage for the same costs and on top of that the cash value build up will be significantly better than with our previous policies. I have been extremely happy with Brian and would totally recommend his services to anyone I know.
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