The advice process
Good balance of going over what's happening in the financial sense as well as me feeling we can chat about what's happening in life generally.
Honesty in presenting information, clarification of queries, welcoming and accommodating, Ability to see and understand where we are at re Financial and personal situations.
The caring nature of my financial advisor, Craig.
Clear understanding of our situation and our goals.
Our financial set up has been very efficiently handled and suits our life style.
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