“My husband and I met Jason at a dinner and presentation several years ago. At that time, we had our investments scattered among multiple institutions. Jason offered a free 1hr appointment to explain in further detail how he could help us. He was detail oriented and explained things until we understood more clearly what he could do for us. After we accepted his services, he met with us as often as necessary before getting all our investments ‘under one roof’ and managing our investments to get the maximum benefit for us. Since that time, we meet with Jason for periodic reviews, and he contacts us if adjustments need to be made between reviews. We’re fortunate to have met Jason and have benefitted from his expertise.”
— Butch & Mary Ann M.
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