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Second Opinion Service

Because we care...

Because we care...

You may have heard of patients wanting a second opinion as it relates to their health. Our second opinion service is designed to offer an independent review of your financial plans and investments. We offer this to prospective clients or for friends, family and associates of our valued clients.

In this challenging economy, you or a friend, family member or colleague may be in a complex situation or just unhappy with the advice from his or her financial advisor – it’s not uncommon. We’ve seen first-hand that a second opinion can uncover what’s really possible. In order to help you and the people you care about pursue their financial goals, we have created a complimentary, no obligation second-opinion service.