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Monthly Archives: April 2011
Most of our New Clients have been a result of a poor experience with their previous Advisor Firm. Lack of good Customer Service is the No.1 reason people move their money to another Financial Advisor. We treat our Customers and … Continue reading
It’s been a tough few years for Market Investors, wouldn’t you agree? Many investors who had a majority of their portfolio in equities in 2008/2009 are finally getting back to even. BUT LOOK HOW LONG IT HAS TAKEN! 3 yrs … Continue reading