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Patrick M.

03/31/2016

Provided by YP.com

It took 6 months for them to do paper work to switch accounts. They finally did and sent me the wrong persons confidential paperwork. Then each time I call I have to talk to different people. Very impersonal compared to my former advisors at Primerica. Go elsewhere if you want competent, timely, and caring service.

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Extra Phones

Phone: 830-627-7171

AKA

Squires Mark

Categories
Financial Planners, Financial Planning Consultants, Retirement Planning Services, Wills, Trusts & Estate Planning Attorneys
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