I am a CPA-PFS with extensive knowledge of personal financial wealth management.
To minimize the taxes paid by my clients while simultaneously increasing their wealth.
Securities services offered through HD Vest Investment Services(SM) (HDVIS), Member/SIPC. Advisory services offered through HD Vest Advisory Services(SM) (HDVAS). HDVIS does not provide tax or legal advice. Please visit www.hdvest.com/social_policy for more information.
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