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Covering Your Financial Bases
Our services help provide peace of mind in these major financial areas:
Investing
We're ready to serve you whether you want to start a portfolio from scratch or you need help with managing your current investments, including 401ks and other retirment plans.
Insurance
As an independent agency covering Health (including Medicare), Life, Property and Casualty, we can find a policy suitable for your specific needs.
Tax Preparation
April 15th comes every year. We can prepare your individual or small business return and e-file it if your return is eligible.
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