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Tom had great advice for my stock options!
Knowledgeable and very helpful
I called several people for financial planning guidance and Tom Lo was the most helpful person I spoke to.
Very knowledgeable and helpful
Tom did a wonderful and thorough job of answering my questions and informing me a variety of topics from RSU's, asset building, retirement planning etc.
Tom came to my office and gave a very concise and clear presentation helping to make complex concept about stocks and grants easy to understand.
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