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Details

General Info

There are a lot of options for your retirement, but the first step is to develop a strategy. As a financial services representative, my job is to help you, at whatever stage you are in life, create a sound financial strategy for the lifestyle you want to live in retirement. Over the last 10 years, through workshops and personal interviews, I've helped a great number of clients create a plan to help them reach their key financial goals.

HoursCLOSED NOW
Regular Hours:
Mon - Fri

Contact Info

Phone:

Main - 574-284-6210

ExtraTollFree - 800-552-4745

Address:
110 S Main St South Bend, IN 46601

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Categories
Investment Advisory Service, Financial Planning Consultants, Investment Securities
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Data provided by one or more of the following: Thryv, Data Axle, Yext.