Reviews written by srwealth
4 results - showing 1 - 4
srwealth
May 22, 2023
9.0 |
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It seemed to be focused much more on the role and responsibilities of the CPA than of the financial advisor. That was a bit disappointing although I learned a lot....
srwealth
September 22, 2021
3.0 |
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Alarmist. None of this is going to pass with the deadlock in the Senate and Biden's poll numbers in the tank.
4 results - showing 1 - 4
