If anyone is looking to setup a 529 College Savings Plan for their child, get connected with this company! Dan M helped my wife and I setup the perfect plan for our daughters future education.
March 2024
Great team. Great company. Communication between all team members and myself was fantastic. My advisor was even willing to drive an hour to meet with me when needed to work with my schedule. Would recommend to anyone.
If anyone is looking to setup a 529 College Savings Plan for their child, get connected with this company! Dan M helped my wife and I setup the perfect plan for our daughters future education.
Great team. Great company. Communication between all team members and myself was fantastic. My advisor was even willing to drive an hour to meet with me when needed to work with my schedule. Would recommend to anyone.