Working with Cindy since 2000 has been a super relationship and special bond that has blossomed with my wife Linda and I. Cindy is a careful hardworking financial planner who has guided us through the current virus situation and we have fared better than most. We are more than fortunate to have Cindy as our advisor and more importantly our friend.
CINDY DAVID, CFP, CLU, FEA, TEP
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