Par
pfin7894
30 novembre 2017
Excellent planning strategies for families... Well thought out process to help us get a handle on our entire financial picture. Highly recommend.
>
Signaler
Vous êtes le proprio? Répondez ou Contactez PJ
| 2 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 0 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 0 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 0 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Excellent planning strategies for families... Well thought out process to help us get a handle on our entire financial picture. Highly recommend.
After the death of my husband I was left devastated and lost. Dave and Colleen helped me through this most difficult time and had open and honest discussions about my finances and needs then came up with a plan that I am so happy with. I feel confident in my future and it is a huge burden that I don't have anymore because I have complete trust in the investments they recommended and put in place for me and my family. I would recommend them to anyone!
Vos amis connaissent peut-être cette entreprise? Partagez cette page sur Facebook et découvrez ce qu'ils en pensent!