APO Financial
APO Financial
Elmer Barlock
May 28, 2022
helpful, knowledgeable and willing to answer all my questions
Brian is always so helpful, knowledgeable and willing to answer all my questions. I always leave the office feeling better about my financial situation.
Brian is always so helpful, knowledgeable and willing to answer all my questions. I always leave the office feeling better about my financial situation.
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Barbra Sullivan
May 28, 2022
treats you as more than just a client.
APO Financial takes care of my investments and have helped me plan for retirement. They care about your well being and actively listen to you to help you achieve your goals financially and personally. It is great to work with a company that treats you as more than just a client.
APO Financial takes care of my investments and have helped me plan for retirement. They care about your well being and actively listen to you to help you achieve your goals financially and personally. It is great to work with a company that treats you as more than just a client.
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Patti Moore
May 28, 2022
Great things to say
From the administrative staff to the advisors, they each care that your needs are understood. The advisors are knowledgeable about financial strategies that help them build a financial plan that meets your expectations. They are genuine and honest and the only way I could have a financially sound future was because of their advice. Only have great things to say about the entire team.
From the administrative staff to the advisors, they each care that your needs are understood. The advisors are knowledgeable about financial strategies that help them build a financial plan that meets your expectations. They are genuine and honest and the only way I could have a financially sound future was because of their advice. Only have great things to say about the entire team.
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Lynne F
May 28, 2022
I recommend him highly.
I have worked with Ray at APO for a few years now. He has been an enormous help to me as I approach retirement. He explains everything thoroughly, is extremely knowledgeable and delights in educating me. Ray also went above and beyond to support us during a family crisis helping us locate resources and then following up to make sure all went well. I feel better positioned to enter retirement. Ray listens and readjusts plan to meet my needs. I recommend him highly.
I have worked with Ray at APO for a few years now. He has been an enormous help to me as I approach retirement. He explains everything thoroughly, is extremely knowledgeable and delights in educating me. Ray also went above and beyond to support us during a family crisis helping us locate resources and then following up to make sure all went well. I feel better positioned to enter retirement. Ray listens and readjusts plan to meet my needs. I recommend him highly.
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APO Financial
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