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TESTIMONIALS
Some of our clients saying nice things about us.
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Nik Agharkar
Crowne Point Tax & Wealth Counsel
“Nik Agharkar, a seasoned tax attorney and wealth advisor—who bridges legal precision with proactive financial strategy—is one of our valued clients.”

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Larry Durso
Founder, ShoreHaven Wealth Partners
“Larry Durso, founder of ShoreHaven Wealth Partners and former Morgan Stanley advisor turned RIA innovator, is among our distinguished clients.”
J.D. Durkin
NYSE Host & Financial Journalist
“J.D. Durkin, a financial markets correspondent for the NYSE and contributor to CBS News, Cheddar, and Schwab Network, is also a client.”
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