Andrea Slate

I was introduced to Jason through a mutual friend. Just starting my own career, I had many questions for Jason. He was eager to provide me with all of the information I saught, dedicating 100% of his efforts and time to ensuring I set attainable short term and long term goals.

Jason has provided continual and reliable monitoring of my investment choices. I find this extremely helpful as his communication and services continued no matter how far away in the country I was located.

I would recommend Jason's services to any person starting to plan for their future, near or far. He is a loyal, trustworthy, invested individual who actively demonstrates passion for his work and his clients.

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