JACOB FITZGERALD 审查

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杰克接受了我们的投资并平衡了我们的投资组合，以帮助我们最大化回报。他是完全值得信赖和诚实的。他对我们的退休投资组合进行监督，我们感到非常高兴。

是的-财务管理确实很重要。我是一个长期的企业主，了解对高质量的$$$顾问的真正需求。杰克（Jake）被证明是有价值的专业服务提供商。我年纪大了，知道Jake的个人护理，知识和服务明显超出了常规。

杰克和他的团队是最重要的！他的建议和见解非常宝贵，我们对他的服务感到非常满意。他很聪明，有进取心，有组织，而且很主动！