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"My partner and I got married last year and Jeff walked us through all the steps we needed to merge our accounts and finances."
-Robert, Eugene, Oregon
"I was headed into a presentation when I realized I lost my wallet. Texted my Go-To and by the time I got out, my card was closed, accounts were frozen, and everything was taken care of."
- Marie, Portland, Oregon
"We fell in love with our dream home but it was over-budget. Kathy helped us look at our monthly finances and figure out a way to make it work."
- Diane, Redding, California