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      Details

      Let us help you to Grow and Protect your wealth.

      General Info

      Registered Investment Advisor specializing in Business Owner Planning, Benefits, and Tax Strategies. As an Independent Financial Advisor we represent the client, not the big name investment firms or Insurance Companies. We provide a full spectrum of products including: REITs, 1031 exchange programs, private placements, 401ks, etc. as well as the traditional insurance and investment products(mutual funds, annuities, life insurance).

      Hours
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      Contact Info

      Phones:

      Main - 512-259-0986

      Fax - 866-503-9536

      Mobile - 281-703-3263

      Address:
      Leander, TX 78641
      Email:

      Link:

      http://www.proequities.com

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