I reviewed my financial investments with Jason Earnest and Dusty Field. Several friends recommended Boylan Financial Group to me, so I decided to meet with them. After discussing my wants vs. needs, they created a portfolio that showed my different accounts and positions that was easy to understand, monitor and compare against the index. Estate planning is an important piece of my financial plan and Boylan financial Group helped put me on the right path to be able retire earlier than expected.
Pros: Courteous, Informative, Trustworthy
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