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Paul was recommended to us by some friends of ours who had just recently moved their investments over to him. Their recommendation came so highly that we thought we would give Paul and Money Concepts a try. Here we are several years later and our only regret is that we hadn't meet or heard about Paul a lot earlier! He has assisted us in every aspect of our financial needs and has placed us in a much better position for the future.
Paul is the first person in our experience who has been able to explain to us what will work well for our situation and has built up our confidence in him over the past several years. He is always there to help out, even when it is just responding to our questions. We are always happy to recommend Paul to anyone who is thinking of investments and financial planning and will continue to do so in the future.
As well, the staff in the office are extremely efficient and always have a smile on their face when you stop by the office. We feel very comfortable knowing that our best interests are taken very seriously, but with a friendly smile.