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"I have been a client for over 30 years. In that period, investing for financial planning has become exponentially more complicated. Mario has helped guide me through the many changes with a great deal of success. At this point, I am very comfortable with the position that I'm in. I am very confide…
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Shawn's understanding of financial planning and insurance together with personalized service and a variety of products has assured his clients reached their financial goals for over 22 years. Tom and Shawn started a monthly breakfast club meeting with other advisors to discuss ideas and strategies…