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Reviews

4.90/5.00

based on 3,738 reviews

Dan takes an unconventional approach to investing that I found refreshing. He took time to explain his strategies that require understanding and a tolerance for risk. Then you choose what’s the right fit for you. The upside has been the growth actualized in my accounts. I have also learnt so much from the experience. What I now know helps me to ask better questions , and make better decisions around how I manage my investments Mike

24 Apr 2024

Thank you for the advice. It was right on the money. Everyone should have access to professionals like him. I am at ease about my next steps.

23 Apr 2024

You can get better than this!! People approach, the process, results, invested time, and unbeatable knowledge and quality!

17 Apr 2024

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