Yearly follow up
✅ Wealthtender Certified Advisor Review™
January 30, 2025
Check my insurance and check my daughter and granddaughter Insurance policy and look at all my investments and check and see if I’m still on track..all look good!
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Larry Bonds
Thank You
✅ Wealthtender Certified Advisor Review™
April 1, 2024
Thank you Justin for guiding me through the difficult process of choosing Life Insurance. Your compassion and patience were most appreciated. I’m stunned by your vast knowledge… well done!!
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Candee