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Rating Index
Pros
Established firm with a solid track record since 2008 and no disciplinary alerts.
High advisor-to-client ratio (1:70), indicating personalized attention and service.
Offers a range of financial planning services, including investment, tax, and retirement planning.
Cons
Limited geographical service area, currently operating in only two states.
Average client balance is relatively high ($409,479), which may not be accessible for all potential clients.
Potential conflicts of interest exist due to the firm's ability to accept commissions for advisory services.
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