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Reviews

4.98/5.00

based on 3,972 reviews

Really listened to me, asked the right questions and quickly understood my needs. Came up with a realistic plan to address my goals and challenges, offering to support me throughout the process.

13 Apr 2023

He was extremely knowledgeable, his energy was great and he was very relatable. 5 Stars, would recommend to anyone that wants to learn about finances!!

11 Feb 2022

Chris was very easy to talk with. Knew what we wanted a very simple will and POA. Very professional and quick.

18 Nov 2021

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