Customer Reviews & Ratings
Review Posted 10/2/2021
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Paul's experience made a difference
My wife and I each opened up an IRA after Paul's gentle, highly experienced support walked us through the information gathering and decision making process. We are grateful for (1) his capacity to adapt to our personal pacing, (2) his depth of knowledge and ability to teach and clarify, (3) the research he did behind the scene to personally prepare for us, and (4) his absence of pressure as we made our decisions. Five Stars!
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Hours   7am - 5pm Monday through Friday Phone   (800) 341-8584 Address   12100 Wilshire Blvd, Suite 1450
Los Angeles, CA 90025
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