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Feb 1, 2023
2:34:40pm
cougfanblue CB Nose Hair
Our financial advisor is a member of a ward we were in almost 15 years ago.
But I wouldn't have ever utilized him on that alone. A few years after we left the ward, his company happened to provide some personal financial consulting for employees with the company I worked for (benefit provided by the company), and it went very well. Ended up utilizing him even after I left that company, and we've been pleased. It was helpful that I knew him beforehand, but I never would've trusted him simply by the fact he was a member. Nor did he ever come close to using that as a means to sell his services to us.
This message has been modified
Originally posted on Feb 1, 2023 at 2:34:40pm
Message modified by cougfanblue on Feb 1, 2023 at 2:34:58pm
Message modified by cougfanblue on Feb 1, 2023 at 2:35:24pm
cougfanblue
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cougfantan
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cougfanblue
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2/1/23 2:24pm

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