We filled 42 bins, over the capacity of 40, and two had to be shredded off-site. Plus, we had at least 4 times the electronic media size. This annual event gives our clients peace of mind when disposing of anything confidential. The 2024 Shred Day was a huge success!
Congratulations to Bill Carter CFP®, CLU®, ChFC®—Forbes Best-in-State Wealth Advisors
Bill Carter CFP®, CLU®, ChFC® has been named to Forbes’ esteemed Best-in-State Wealth Advisors list for 2024, showcasing his expertise and client trust. This recognition is a testament to his dedication and excellence in financial guidance. Forbes rigorously evaluates...