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“Very professional group that are well knowledgeable and flexible to accommodate many needs. Lori is a wonderful Financial Planner and worked with me and my somewhat odd case. I had entered the workforce for 8 years post high-school before finally heading to college, it was a bit jarring for me to keep my finances and 401k in order and she took the time to really examine my situation and give me sound advice. They are NOT just for retirement, they will give you sound financial advice no matter what position you are in.“
Financial Consultants
Financial Consultants
“Mark Stegink is incredibly awesome with finances. He knows exactly what he's doing. Great listener too.“