JACOB FITZGERALD Revisar

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Jake tomó nuestras inversiones y equilibró nuestra cartera para ayudar a maximizar nuestro rendimiento. Es completamente confiable y honesto. Estamos muy contentos de tener su supervisión de nuestra cartera de jubilación.

Conozco a Jacob desde hace algunos años y confío plenamente en él.

Jake es honesto y puedes confiar en él. Hace un gran trabajo con mi dinero. Gracias

SÍ - La gestión financiera sí importa. Soy propietario de un negocio a largo plazo y entiendo la verdadera necesidad de un asesor $$$ de calidad. Jake ha demostrado ser un valioso proveedor de servicios profesionales. Soy lo suficientemente mayor para saber que el cuidado personal, el conocimiento y los servicios de Jake están claramente por encima de la norma.

¡Jake y su equipo son la crema de la cosecha! Sus consejos e ideas han sido invaluables y estamos muy contentos con su servicio. ¡Es inteligente, impulsado, organizado y proactivo!