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Whether you're looking for a retirement plan, saving for your children’s college education or financial services as a client you are a valued part of our firm, not just an account number.

By design our office is an independently owned financial services firm. Our Securities licensed individuals have access to virtually all investments such as stocks, bonds, mutual funds, and a wide variety of variable insurance products through our broker dealer.
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The Financial Playbook Interview
Read the interview with Financial Consultant Mark Tannen, CPA