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Contact Info

Phone:

Main - 859-626-3400

Address:
306 Highland Park Dr Richmond, KY 40475

Reviews

5
1 Reviews
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anonymous

07/30/13

5.0

Great folks to work with! They listened to our needs and then structured investments accordingly. When we want to change investments, again they listen. It's your money they are there to help. I plan to move out of the area but, I will continue letting Kris manage our money.

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Categories
Investments, Financial Planning Consultants, Investment Advisory Service, Investment Securities
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