07Jul 0 Comments Core Data Client Survey 2016 – “I would like other members of my family to benefit, long term, from his expertise and advice.” Read More
07Jul 0 Comments Core Data Client Survey 2016 – “My financial advisor has always been concerned with my welfare and I rate his advice highly.” Read More
07Jul 0 Comments Core Data Client Survey 2016 – “Very satisfied with the service and trust gained” Read More
07Jul 0 Comments Core Data Client Survey 2016 – “Already have advised others to contact our advisor” Read More
07Jul 0 Comments Core Data Client Survey 2016 – “I am comfortable that they can provide a very good service & advise” Read More
07Jul 0 Comments Core Data Client Survey 2016 – “We have had a very positive professional experience.” Read More
07Jul 0 Comments Core Data Client Survey 2016 – “His persona, communication, knowledge and the way he describes information we found most enlightening.” Read More
07Jul 0 Comments Core Data Client Survey 2016 – “Our adviser is very approachable and easy to understand” Read More
07Jul 0 Comments Core Data Client Survey 2016 – “I like my adviser, he is knowledgeable & easy to deal with” Read More