Mike M.
8/4/2025
Jorge is a professional and has provided real fiduciary guidance to benefit me in managing my portfolio. It's nice to have a pro that was honestly interested in my goals and designed my portfolio...
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Jorge is a professional and has provided real fiduciary guidance to benefit me in managing my portfolio. It's nice to have a pro that was honestly interested in my goals and designed my portfolio...
I didn't "get" the real difference between an investment person and a financial planner. As a single woman I am SO relieved and blessed to have Jorge on my shoulder to look at EVERY aspect of my...
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