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Sharon A, Certified Transaction Coordinator and Financial Planning Assistant

“I cannot express enough how grateful I am to be a part of such an exceptional team led by an outstanding wealth management advisor and realtor. From the moment I joined, I was welcomed with open arms and genuine support that transcends the typical employer-employee relationship.

Not only does our employer excel in their professional duties, but they consistently go above and beyond to ensure the well-being and success of each team member, both personally and professionally. Their unwavering understanding and empathy create an environment where I feel valued, respected, and empowered to thrive.

What truly sets our employer apart is their unparalleled level of support and training. Whether it's providing guidance on complex financial matters or offering a listening ear during challenging times, they consistently demonstrate a genuine concern for the welfare of their employees. Their commitment to our growth and happiness extends far beyond the confines of the workplace, making them not just a boss, but a mentor and friend.

In every interaction, our employer radiates warmth, compassion, and integrity. Their leadership sets the standard for excellence, inspiring us all to reach new heights. I am incredibly fortunate to be part of such an extraordinary team, guided by an exceptional leader who embodies the very essence of what it means to care for others.

Thank you, Lea and Marc and team at Boracchia Wiviott Wealth Partners, for your unwavering support, understanding, and above-and-beyond commitment to each of us. You truly make the difference, not just in our careers, but in our lives.”