Broker Check

Chief Financial Officer

| December 08, 2015
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I just read a very nice article today and it said, "In today's environment, clients expect their advisors to serve them in a greatly expanded role, evolving from stockbroker to financial advisor to Chief Financial Officer*." I couldn't agree with this more. We strive every day to exceed our client's expectations by providing amazing customer service and planning.  CJR

*Barbara Herman, Diamond Consultants and planning

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