Subsequent to the passing of her husband, a client needed a new car. We helped her identify the vehicle and even went to the dealer with her and helped her negotiate a deal for trade-in.
Quarterly Review
2024 Q4 – 2025 Q1 Review
Download the PDF here. 2024 Q4 – 2025 Q1 Review Please know that we are aware of the long length of these letters and the
June 30, 2025
