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OUR SERVICES
We provide a wide range of financial services to meet your needs. We promise to provide every service with a smile, and to the highest level of satisfaction.

Additional Services
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Investment management
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Estate Planning
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Retirement planning for individuals and companies
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College funding
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Asset Evaluations
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Inheritance processing and allocations
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Survivorship counseling
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Special needs analysis
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Tax planning
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Comprehensive financial consultations
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Annuities and life insurance
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