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Testimonial from Rod S.

Waterfront Financials' Planners and Staff have had amazing impact on my business and my personal well-being as well as my employees who also use their professional experience. Steps I took years ago, ones that were foreign to me until I learned over time from the mentoring of people like Mark Hegstrom, have made a significant difference in my life as I think of moving towards retirement.

From personal and business financial planning services to learning how to successfully manage business succession planning, Waterfront Financial Group can handle any need you have. One of the smartest moves I ever made as I grew my business.


This statement is a testimonial by a client of the financial professional as of 01/05/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
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