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Financial Planners
Financial Planners
“I called Chuck to ask a few questions about a couple of investments made years ago and forgotten. He suggested we meet in person, and I am glad we did. Despite being smaller investments, Chuck was very well prepared and took all the time needed to explain them and answer all questions. He actually anticipated my questions and had documents laid out before i arrived. He anticipated the questions I hadn’t thought of yet. This was my first time meeting Mr. Kasper and i enjoyed the interaction with him and appreciated how prepared, personable, and helpful he was. I would definitely recommend working with him.“
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