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Testimonials
“So much information in such a short amount of time! The information is about the things that nobody tells you about or talks about. I would recommend this course to any working person.”
“Joe is really educated and truly wants to help his clients.”
“Great course. I learned so much each session. I appreciate the info and it is so important to know these things!!! I want to know more each time I come !! More teachers should take advantage of these sessions.”
“Enjoyed the knowledge and information gained during this class. I would highly recommend this class to everyone young and old to get this knowledge.”
“Great class! Great teacher! Very good tools for real life. Everyone should know some of them.”
“The instructor openly shared a number of strategies to save money, reduce risks and minimize tax consequences.”
“I would recommend this course to anyone either approaching retirement or newly retired for future benefits.”
“Good course with great ideas and strategies. Highly recommended.”
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding paying any local, state, or federal taxes. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.
Testimonial-example only, your facts/circumstances may change this disclosure:
This is an {unpaid solicited} client testimonial. The client has had a financial relationship with Foundation Investment Advisors for over 2 years and is providing his/her personal opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client’s experience may or may not be the same as another client’s experience. This conflict is mitigated by our financial advisor’s fiduciary duty to tailor each client’s investment objectives to each
individual client’s own financial situation. Foundations Investment Advisors, LLC is an SEC registered investment adviser. Past performance is not indicative of future results. No investment advice is being sought.