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Independent IRA

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Melissa C

By

May 19, 2016

Brian was absolutely great! Not only did he hold my hand through the entire process, he also made sure that ALL the details were taken care of; from coordinating with others that were ensuring that I could get the funds into an account that I could control, to spending over an hour on the phone with the IRS to correct an issue. Overall, Brian gave top notch service and attention; all my needs were met.

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Melissa C

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