Amerity Financial
“We had always considered ourselves well organized when it came to our financial practices and life planning. However, we realized we needed better structure to protect our assets and minimize future risk. We also wanted to assure that our family could take care of our affairs if anything happened to one or both of us in the future. The professional service provided by Amerity Financial introduced us to new tools and methods we needed. His expertise and professionalism are greatly appreciated. The package he prepared for us more than adequately meets our needs. ” — Wallace and Patricia C. - Retired
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He has also been extremely patient and understanding during a very stressful family situation regarding the financial care and well-being for my mother.
The one place who will gladly provide you with a “Common Sense Stategies” with products that most brokers simply will not provide or make available, due to these strategies can be had without brokerage fees!
In addition, if I forget something or feel confused about what I need to do or something that had been discussed, he is just a phone call away.
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