Read what clients are saying

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Any time I have clients that need assistance with daily money management, Elizabeth Ball is my "go to" person. She is professional, organized, knowledgeable, patient and is immensely helpful to my clients. They rave about her!

Cerretha R

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Elizabeth has proven immensely helpful in financial matters for a family member. She is thorough and knowledgeable, professional and kind. I couldn't recommend her more.

Joel C

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I have known Elizabeth Ball for many years and I find her to be a professional with a strong work ethic and the extraordinary ability to give her clients confidence and a sense of comfort in knowing that they are being take care of with their money matters. I highly recommend Elizabeth to anyone who wants a freedom from financial concerns.

Janice J

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It is a joy to have Elizabeth Ball "manage my matters": financial, taxes, and a mountain of papers. She is organized, conscientious, productive and delightful to work with. She makes my "matters" okay instead of a looming huge problem. Handled in her deliberate and cheerful way, all is well!!

Beryl M