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My husband and I have always been conscious of sav...

My husband and I have always been conscious of saving for our son's college and for retirement, but after meeting with Kendra at Triangle Financial Services we now have a plan tailored specifically for us. Kendra took the time to ask us important questions such as our risk comfort, collected pertinent information from us, and provided an awesome graph showing where we are today and where we could be based on how we answered the questions. I was very impressed with the attention to detail and knowledge that Kendra has, and we will definitely continue consulting with her. I also love that she is flexible in how we pay for her services - most financial advisers strongly encourage you to buy products (mutual funds, etc.) through them; with Triangle Financial Services you can just pay for their time and you have the freedom to buy mutual funds however you want. Thanks to Kendra and her awesome staff for making our lives easier!

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