Carmen Marrero

“I’ve had an outstanding customer experience with Calver Groom. Spencer, my advisor, is very friendly, professional, honest, and crucially, very knowledgeable and clear with his advice. He listened to my lifestyle choices and tailored a plan accordingly. My experience with financial advisors in the past had not been great. I was recommended to Calver Groom by a good friend. I wish I had found them earlier!”Carmen Marrero, February 2024

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