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GUIDANCE FOR LIFE WITH A FINANCIAL ADVOCATE

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TESTIMONIALS

Each client is at a different place in their life, whether seeking to get better or celebrating their success. I am there for any stage to help them grow and achieve their goals. Take a look at some of their feedback here.

I can literally call her any time, even for something as small as changing my W2 after I got married. It makes me feel secure that I can ask so I know I am doing it right.

I was saving for so long and the money was just sitting in my account earning pennies. I would have never started investing or known where to start. With MaKayla's help, I just moved 30k and now my savings are working for me.

After talking for two hours on the phone, I felt like I learned more from her than I did in four years of high school! Since I am preparing to start "adulting", I'm thankful to have her help when I need it.

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Upstate New York

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