Chase Belgrave
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I worked with John O'Leary
I worked with John O'Leary. I am an ex-pat living in the US and had two pension funds. John discussed several options and worked with both pension companies to confirm fund values and costings. He was proactive, attentive, (knowledgeable, as one would expect), prompt at communication (electronic and voice), and he made good recommendations. All in all, an excellent experience dealing with John. Recommended.