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Kimmy

Office Admin

Kat has provided very knowledgeable insights and recommendations. She has never once been pushy and really takes the time to explain every single detail. Kat is also genuine and detailed. She will also make sure to answer all my questions so that I fully understand what I’m getting myself into. I like how she always sends monthly e-newsletters and keeps you updated (not just on financial planning alone). Keep up the good work!

Kimmy
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