When my late husband became incapable of handling our finances my elder son sought a financial advisor to assist me in managing our affairs; family are not close geographically so some one in the town was required. Paul Booker came and sent time with me and gave me excellent advice regarding investments etc. My husband died 6 months ago and Paul immediately contacted me with condolences and advice on the change in circumstances - I know I am able to depend upon him at any time which is extremely reassuring. Sarah Corps handled my Power of Attorney situation and again was charming and helpful. An excellent and very professional company.
2 years ago
Invest Southwest has a
4.9
average rating
from
443
reviews
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