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I really enjoyed working with Gregg on my retirement plan. He examined all of my paperwork and helped me consolidate most everything into one easier to manage (and more lucrative) package. I had kind of a mess to deal with yet Gregg was always kind and non judgmental. Also, he showed me how to do all of the paperwork and even did much of it himself. I learned so much from Gregg while we worked together that I was sorry when it was all completed! Furthermore, I was completely comfortable about the safety of my personal information with Gregg. He is obviously well qualified and always a gentleman. Thanks again, Gregg!

Nancy in San Diego