By appointment, you're welcome to come in and sit with me or my associate, Rod Engh, for a while. We'll ask you to outline your financial goals – what your investment portfolio is intended to do for you. Then we'll review the portfolio with you and together we'll determine whether the level of risk inherent in your current investments is appropriate for you based on the level of risk you are comfortable with.
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If you need help with your retirement account, severance packages or just wanting to start something, you definitely will NOT be disappointed with the service!
Very informative, courteous and professional.
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