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Closed today
One Russell Pl, DaytonClosed today
2955 Exchange Pl Blvd #103, Dayton“Dan has an untouchable moral compass. He has helped me grow my portfolio for over a decade. I recommend him to all my friends and family. He has helped many of us prepare for retirement.“
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8145 N Main St, Dayton“Danny and Allison have been awesome to work with. They have really helped me get my retirement on track.“
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1700 Lyons Rd Suite D, Dayton“Knowledgeable, kind and won't push products down your throat. They are people you can trust to give you an honest opinion.“
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7036 Corporate Way, Dayton“I spoke to my good friend about recommending a new CPA. I felt a change was needed. He recommended me Fritz Financial who has been using. She was very knowledgeable about taxes when I spoke to her. She made sure to let me know what all I needed to get my taxes done. I could meet in person or do it all online. The process was very pain free and easy. Being able to meet in person is great. I feel I can get my questions answered.I highly recommend using her and referring her to other friends and clients. I will be contacting her again for this years taxes.“
Closed today
1301 Lyons Rd H, Dayton“Been in the business since september when I was hired and everything has been great!!! They were patience with me when testing form my license and a great help with that and now that I am licensed the training and coaching is extraordinary Alex Abuyuan is their for all his agents and cares for them and their career!!! No complaints!! Great business and Alex is a great man!!“
Financial Planners
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“A fantastic place to do business with!Jenn Morris was a great big help for me today and is a wonderful person.“