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Old 03-08-2012, 11:54 AM
moneychanger moneychanger is offline
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Join Date: Mar 2012
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Originally Posted by CTgolfer View Post
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.
David Blackston with Sorensen Tax Advisory Group....highly recommend..very professional and listens to number is 751-4590
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