5 /5 Cathrine Duex: Rory is easy to understand and I trust him completely.
Josie runs the office and is very helpful.
They have made my husband and I feel very good about getting someone to help us through this crazy retirement time of Covid, Inflation, etc.
I told Rory I want to be that the couple that comes in and says we have changes, we need…
He has also been extremely patient and helpful with a difficult account we have been trying to rollover from Texas. What a pain these people are. Can’t wait to be done and have the money in accounts with Platinum Financial and be able to get to our money.
Very happy!
