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BestProsInTown

Financial Planners in Scarborough

Financial Planners in Scarborough picked by BestProsInTown

Jason Margeson, Bankers Life Advisory Services Financial Advisor

Jason Margeson, Bankers Life Advisory Services Financial Advisor

360 US-1 Ste 202, Scarborough

Fri 9AM - 5PM

5.0 23 reviews

“From our very first conversation, Jason took the time to really listen and understand my goals and concerns. He explained everything clearly and laid out all of my options, guiding me through the process. He’s not only extremely knowledgeable, but he also genuinely cares about his clients’ long term success and peace of mind.

If you’re looking for a financial advisor who is professional, approachable, and truly invested in helping you build a strong future, I highly recommend Jason.”

Michael Secord, Bankers Life Advisory Services Financial Advisor

Michael Secord, Bankers Life Advisory Services Financial Advisor

360 US-1 Ste 202, Scarborough

Fri 9AM - 5PM

5.0 19 reviews

“After our experience with Banker’s Life with our health insurance, we decided to meet with Mike Secord regarding our retirement investments. We were very impressed with Michael’s knowledge so we moved our retirement funds to Banker’s Life. We have been with Michael now for several years and trust him completely. Michael has also assisted us with our Living Trust. Thanks Mike for assisting us with all our needs…”

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