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Reviews

AO
Arnold O.

05/24/2017

Provided by YP.com

extemely unprofessional. Wife's investments are poorly allocated. Most expensive funds. Hung up phone on my wife when she wanted to do a transfer and when I called he said he is treating calls as hostile. We just want her money transferred out of his control. I would not advise him to anyone. Just awful.

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Categories
Financial Planning Consultants, Financial Services
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