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“I’ve talked to Bill numerous times about investments and financial planning. He’s always on top of it and knows the market extremely well. Highly recommend!“
8AM - 4PM
2925 Union St, Lafayette“Very thorough and professional. Great staff with excellent communication skills. I worked with Tanner and he provided me with everything I needed and made it easy to understand. Would highly recommend.“
Financial Planners
Financial Planners
Financial Planners
“Nick has changed our lives forever. He knows money and he knows how to get you to your goals! 10 stars if I could give it. Call him today!“