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Pierce Degross Review of Pratt Charitable Remainder Uni...
After researching several charitable planning orga...
After researching several charitable planning organizations, I decided to work with Pratt Charitable Remainder Unitrust. Overall, my experience was average. While they provided the necessary services, there were a few areas where I felt they could improve. The team was responsive, but the communication could have been clearer at times. Additionally, I expected more guidance in terms of investment options. Nevertheless, the end result was satisfactory, and I appreciate their support.
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