“I've been using BSS since 2007. They have been by my side during the roughest times in my business, and they will be by my side during its best. I highly recommend BSS � Frank, owner of Taco Del Mar in Wandermere.“
“Colleen has been my financial advisor for several years. She is exceptional! I have always been given sound advice and I trust her opinion and experience. I highly recommend her to anyone that could use some financial advice. She's helped me a lot!!“
“I cannot say enough good things about Ten Capital. My wife and I have been with them (Jake Timm) for about 8 years now and every time we go to the office I am amazed at the client experience. Whether it is Rachael meeting us at the door and offering to get us anything, walking through to the meeting room and having numerous staff and advisors say hello, or the teaching experiences we learn about our retirement dollars. This is truly a place that cares about you as a client, and everyone will become friends. The focus on what you actually need (and want) in retirement rather than "buy this annuity" is great as well. They will position you properly for your age, amount, risk tolerance, etc. Really happy we made the change to Ten Capital, and we know that we are in good hands.“
“We love our team at Quantum Financial Planning. They are always very helpful with keeping us informed on our options for investing and managing our assets.We feel very confident that we will be able to meet our goals. Even though we are not their only clients, they make us feel like we are. We would definitely recommend them to our friends and family.“
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