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"Full-service investment firm focuses on in-person consultations, "...
"It's our pleasure to recommend and acknowledge on this date, 2/27"...
"The service and performance from Andrew and the Jones Team is out"...
"Great place to work with"...
"Very knowledgable and up to date on new and innovative concepts.. highly encourage Mr. Bob Bassari to handle long term investments."...
"I have found UIRC to be a very reputable company and will continue to work with them in the future."...
"THIS IS A PLACE FOR NOW AND THE FUTURE!!"...
"Cool"...
"I visited Nick for help with a 401k rollover after I switched Jobs. He made it very easy to take care of and have been very happy with "...
"Excellent service! Very knowledgeable and personable."...
"Really benefited from Mark's advice and insights. Definitely recommend him for financial advice / retirement planning."...
"Brian Sweetman is amazing I live in South Florida Brian does a great job working with. David Rosenfeld to bring out the best in Schwab."...
"Smart professional"...
"I like these folks, especially after their merger w TD Ameritrade"...
"Terrible!!#!!"...
"Front desk person did not make me feel welcome, repeated that I need to go online as they rushed me out the door. This is a great compa"...
"I cannot judge professionalism of Mary Deutch, because I did not and WILL NOT use their service ever. The presentation was solid and he"...
"I’ve worked with Tom Bridges for years and he’s phenomenal in managing my investment portfolio. Tom’s smart, strategic, responsiv"...
"Not to be trusted."...
"Very knowledgable and up to date on new and innovative concepts.. highly encourage Mr. Bob Bassari to handle long term investments."...