I met Carl through a colleague of mine and after initially hesitating due to previous experiences with financial advisers, I reluctantly agreed to work with him on an existing plan. It turned out to be a very good decision. Carl took over my existing plan and helped get it back on track. He took out time to meet me in person every quarter to review the plan and make changes if required. He is an epitome of what your dream financial adviser should be. Lyn (his personal assistant) was also great, providing prompt administrative support where required. Thanks Carl and Lyn, you guys are a great!
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