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Diane W
Previously, I had contacted a professional for pension advice and was scared when that professional used technical words I couldn’t understand and seemed frustrated when I asked him what they meant. I left without understanding anything at all. The advisor who contacted me was very friendly, and was open to questions. I didn’t feel intimidated at all, and when the call ended, I actually had a good idea about the best route for me. Thank you!
7 years ago
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