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Reviews for The Financial Team

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  • March 2016

    We've been clients of The Financial Team for about 22 years. The reason we like them is the integrity they bring to the table. They have heart, sincere care and concern for their clients, and they are honorable. I found that a lot of people in the industry are well educated. The difference with The Financial Team is the way they educate their clients. They helped us evaluate our financial needs, our values, and our goals.We trust that when they give advice, that advice is in our best interest; not just theirs. They are really nice people.

  • The Financial Team

    6790 Embarcadero Ln #100, Carlsbad

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