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Very happy to have joined the Ming family. Transition to the organization has been smooth and courteous. Max, Heather and Jen have made me feel very comfortable after parting ways with my past financial advisor of 30 yrs. I am looking forward to our years ahead. Again thank you for your support and help.
Professional, friendly, knowledgeable and people who you can trust and they take good care of their clients. I have been with them since 1996 and all my investments have been successful in making me money. Donna is a great member of the team and is so helpful
Tim & your staff are very dedicated to their clients. I have been with you since 1998 or so & I am so happy I chose you for my financial advisor. You & your staff are always looking out for my best interest. I am extremely satisfied. You & your staff are kind, considerate & treat me like family. You should be very proud of the work you do for all of us. Thanks Frances Campeau
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