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      General Info

      Helping businesses, owners, and families navigate everything financial including retirement benefits, investing, tax strategies, insurance, estate planning strategies, and more. As an independent financial representative affiliated with the national independent brokerage firm of LPL Financial, my priority is to focus on you and your individual needs as an investor.

      HoursCLOSED NOW
      Regular Hours:
      Mon - Fri
      Sat - SunClosed

      Contact Info

      Phone:

      Main - 530-777-8279

      Fax - 530-464-3939

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      Link:

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      Category
      Financial Planners
      Services / Products
      Asset Allocation Education Funding Employee and Executive Benefits Estate Planning Tax Management
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      Data provided by one or more of the following: Thryv, Data Axle, Yext.