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Guy Hanson

3 years ago

One of their advisors, Mr. Jack Thomas, is unwilli...

One of their advisors, Mr. Jack Thomas, is unwilling to provide information about my account. I took the advice of Mr. Thomas and one of the CPAs that works in the firm with respect to securities held in my IRA. The process began last Fall and the transfer has yet to be correctly completed. The individuals are very nice, but their ability to follow through with instructions is extremely poor.

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