Entrust Financial
Entrust is an independent, fee-only firm—one of the few woman-founded, women-owned firms in the region—and has a strong commitment to always put clients' best interests first, as a fiduciary, and to aim for long-term investment results rather than push financial products. Joslyn and her team help clients identify what is most important to them before setting specific and measurable goals and priorities. The next step in the process is formulation of a customized investment strategy, followed by implementation aimed at maximizing potential results over the long-term.
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Sentiment Analysis
I've been with her since before she was at Entrust, but I'm even more excited to be with her now that she's at this new company.
She sincerely cares about her client's concerns and goals, making the experience very personable.
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