Overview

My Own Money provides wealth management services for retirement planning, college savings accounts, estate planning, as well as offering insurance coverages for life, long-term care, disability, estate planning and health. We pay special attention to not only growing the assets of our clients, but with a close eye on minimizing tax liabilities

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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