Everyone I dealt with was a delight, from the first inquiry to the meeting.
T19
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“Tim has an intimate understanding of these topics and an ability to explain them in a very simple, easy to understand manner. More than that, (he is) passionate about the well being of both (his) customers and (his) industry. My observation is that (he) has a strong desire to see financial planning become a trusted profession focused on quality advice rather than selling products.”
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