Overview

We are a place where our clients are first our friends. We service individuals to small business. Our services include bookkeeping, taxes, insurance, medical insurance and group plans for business, budgeting and retirement planning. I am an enrolled agent, CFP and Insurance licensed. I am looking to increase my AUM and tax business.

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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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Variable Annuities

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