Testimonials

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Christopher J Curran, Attorney at Law

“I have been very pleased with the professionalism and expertise of Chris. I like working with people who understand my needs and have the competence to guide me in the right direction. I would not trust my resources with anyone else.”

John Bloom, R&D Specialty Manco

“I have done business with Chris for over 12 years. I can say that he is more than trustworthy

and a true expert in his field. If you want the straight answers, you call Chris. His

understanding of my planning needs is unparalleled.”

Jim Zimmer, CPA

“Chris’ level of service is definitely world class. I have worked with countless professionals

from almost every field and I can say that Chris is a true expert and listens to the needs of his

clients.”

John Mundall, Mundall Trucking, Inc.

“With his deep knowledge of strategic financial planning, Chris has really demonstrated that

he can be a great strategic partner and deliver timely services as well as real insight into the

business. The value that Chris has added is superior. He can organize and implement the

right steps at the right time.”

Steven A. Bloom, JD, MBA, LLM

“I have known and worked with Chris for over 10 years. He is one of the best advisors that I have worked with in my nearly 30 years of practice as a tax, trusts & estates attorney. He cares deeply about his clients and treats them as if they were part of his extended family. Moreover, he is extremely reliable and ethical. “