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Client Testimonial

"I was 47 years old when I started working with Patricia Davis to get my money straight and to plan for my retirement.  She was a colleague of my Mother’s who had been after me for years to call her.  I didn't listen because I was single, had no children, made a lot of money, spent every dime I made and was having the time of my life.  Finally, I called.  


She was excellent to work with, helped me understand broad money concepts, and quickly put me on a path of strong money management.  I would highly recommend her services for anyone wanting to get control of their financial life.  My only wish is that I had started sooner."


Victor Bailey

Professional Bass Guitarist

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