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What We Do
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Investments:
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Annuities
Bonds
CDs
Government Securities
IRAs
Municipal Securities
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Mutual Funds
Retirement Plans
Stocks
Tax-Exempt Securities
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Services:
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Banking
Brokerage Services
Financial Education Workshops
Insurance Brokerage Services
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Loans or Financing
Mortgage Loans
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Minimum Investment:
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$1,000 - $10,000
$10,000 - $100,000
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Less than $1,000
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Planning Types:
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Asset & Portfolio Management
Debt Management
Educational Savings Plans
Estate Planning
Financial Planning
Insurance Planning
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Investment Planning
Investment Research
Retirement Account Rollover Plans
Retirement Planning
Tax Planning
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Certifications:
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Certified Financial Planner
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See more profiles in Financial Advisors.
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