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  • November 2015

    We have never met a more intelligent, dedicated professional and knowledgable financial advisor who has evolved our financial plan from mere discussion to planning, implementation and assisting us with the next phase of life - a care free retirement. Thank you, Geoff.

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    Geoffrey Lee - Private Wealth Advisor, Ameriprise Financial Services, LLC

    2495 Village View Dr Ste 200, Henderson

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