Steve has been invaluable in my financial planning. He is extremely knowledgeable, reliable and very personable.
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Steve's a miracle worker if he can get someone like me to begin to understand financial matters better.
I have experienced an increased level of confidence since coming to Steve - I know he has the skill and desire to treat my portfolio with the same interest he would bring to his own.
Steve has the heart of a teacher and has always been understanding and extremely patient. I would highly recommend him to anyone looking for a trusted advisor.
You take the time and explain things in a simple, yet effective way that I understand. I appreciate your thoroughness and your caring attitude.
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