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  • April 2022

    Avoid at all costs. This "advisor" invested my money in high fee (~1% or higher) funds, often with additional fees like front load and 12-b-1 fees, on top of his management fee. You're probably much better off seeking out a fiduciary or simply investing in low-fee EFTs that track the S&P

  • March 2021

    He’s awesome. He’s an amazing person to work with. I recommend Jim.

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    Jim Harris - Morgan Stanley

    250 S Clinton St Ste 500, Syracuse

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