Don L.'s Review of 525 Advisors

October 9, 2018

This was one of the more difficult personal finance decisions we have had to make: our financial advisor urged us to leave the money invested and family experiences showing the need for long term care. Brian and Madalyn patiently helped us navigate the process under a time pressure based on my age. I am grateful that our 55+ community had them in for a presentation.

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Bruce B.

Brian and Madalyn are real professionals and they know their business. Their advice and recommendations were sound and they custom made an option that met

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Reid B.

Our treatment was professional all the way through. Brian laid out multiple options but promptly zeroed in on a best choice for our situation. His

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