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I am glad I met
Harry Steinman. He is very low-key and professional—he’s like a
teacher or a colleague. He helped me organize my estate planning
needs (and I did not have that in order at all!). He also spotted
the reasons why I was losing money in my retirement savings and
helped me fix that. If you want to talk with someone who is never
pushy, and always looking after your best interests, Harry is a good
person to help you.
James “Bob” Staton
September 24, 2005
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