Joe Brekan has worked with my husband and I over the last two years as a financial representative. He has provided us continual support and guidance as I made preparation for retirement from the public education system.

Mr. Brekan's professionalism would be one of many of his assets and contributions to his success. Joe's knowledge and expertise is of superior quality, I must say, as we discussed numerous aspects of financial matters. He took time and patience to make sure that my level of understanding was validated.

Joe is very personable and demonstrates a sincere interest in his clients.

Mary Knutson, Gilbert Public Schools

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The experiences of the people described herein may not be representative of the experiences of all my clients. Furthermore, the experiences obtained by these people are not indicative of the future experiences which may be obtained by any of my clients.