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Excellent service and very knowledgeable
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It was a pleasure working with the staff at Allegiance. The are knowledgeable and professional and more importantly took the time to explain and educate me about protecting my portfolio. I worked with a designated representative and another person from the retirement department. The follow up calls and email updates were a good way to keep me informed about the process. It took less than 2 weeks to complete transferring the funds from my IRA and I’m glad I did it.
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