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A truly valuable asset!
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Mike is a highly experienced and very knowledgeable adviser. He and his firm provided my family with services related to our trust and financial planning. He was very personable, thoughtful and proactive in his approach to our trust and financial planning needs. Time and time again, he sat with me and my wife to explain our various options and helped us to analyze and evaluate those options, identify the top choices and choose the one that best met our needs. I cannot say enough about Mike and his dedication to us as clients. In a world of “fly-by-night” advisers, Mike is a true seasoned profession.
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