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Holli Pollock

美国

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Mainstar Trust

I reached out regarding setting up a…

I reached out regarding setting up a tradional IRA with some of my private company stocks and I had no idea how to do this process. Jo Lynn Barnes was wonderful about taking time out of her busy day to walk me through step by step to make sure I understood the process ahead. All the other staff at Mainstar really worked on getting this process completed on my company's time frame.

2023-04-10已认证