Quote:
Originally Posted by CTgolfer
I did a search, but most of the information is a bit older. We are looking for a local investment advisor... someone who will take our current portfolio, review it and re-invest it as needed, watching the market and moving money accordingly. Your recommendations are greatly appreciated.
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David Blackston with Sorensen Tax Advisory Group....highly recommend..very professional and listens to us....phone number is 751-4590