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This is a small group with an incredible skill when it comes to money management and making you comfortable as a client and friend. We have worked with them for some years and have been more than happy with the outcome. The recommendations made to us have been well thought out and solid with a realization that this is our future stability they manage. Lynn and Lauren are an amazing work team for the actual investments and planning and their support staff is exceptional. Lynn has been listed as a top financial planner by Forbes. The entire staff communicates with you in such a way that you always know things are being done correctly with any questions being addressed... read full review