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I specialize in helping you develop sound retirement strategies. If you are retired, approaching retirement or just started your career please take the time to explore this website and the wealth of information offered. I offer personalized, hands-on service where I educate my clients about financial concepts                                 and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.


For more information about my firm and the services offered, fill out the contact form or call the office. I welcome the opportunity to speak with you.

626-314-2443