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Investment Services
I am a NASD Registered Representative through Mutual Service Corporation (Member NASD & SIPC), and have 23 years experience in helping people invest and manage their personal assets through mutual funds, annuities, IRA’s, 403(b) plans and SEP-IRA plans for the self-employed. Investments and annuities are offered through many investment companies. I am not a stockbroker, so I do not have any “house funds” that I am required to offer. Each investment plan is tailored to meet your personal needs and reflect your risk tolerance and financial goals.
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