INVESTED EXACTLY ACCORDING TO MY WISHES

Written By Shannon Leslie Kozak

Over the years, Glory has helped me in various ways to ‘get my financial house in order.’

That has included consolidating little deposits I had in various institutions into a meaningful investment and facilitating my (finally) meeting with a lawyer to write my will.  

Glory has invested my retirement savings exactly according to my wishes because she understands my goals, provides me with information and options in order to make my decisions and offers recommendations when I ask for them.  

Her approach suits me well.  It is easy to book an appointment with her, and I can finalize transactions or any changes to my account via e-mail with her.  

I highly recommend Glory to any woman seeking to expand her personal financial knowledge and to invest wisely.

Erin H.

Shannon Leslie Kozak

I help small business owners grow their business on-line! Creative social media strategies, email marketing, branding and website design.

https://www.elmtreedm.com
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