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Understands goals and financial situations

10.0

Gives tailored investment advice

9.0

Prepared for conversation

9.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

97

Score

Number of reviews: 1
Distribution:

Review on Charles Verruggio

Missing

Current Client

November 16, 2014

97

Score

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Understands goals and financial situations

10.0

Gives tailored investment advice

9.0

Prepared for conversation

9.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

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