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James W Vassas Jr.

My wife and I met Jim over 12 years ago through a trusted family recommendation, and we’ve fe...

mapMarkerGrey 501 St Charles Circle Myrtle B...

Lance Lehman

Together, We’ll Take Your Wealth Farther

mapMarkerGrey Greater Tampa Bay Area...

Jakub Kubrak

Jakub has been our Fiduciary for multiple years. He helps in all aspects of wealth management. ...

mapMarkerGrey 3379 Bellcrest Way Celina, TX ...

Charles Czajka

Making Your Dream Retirement A Reality

mapMarkerGrey 2684 SE Willoughby Blvd, Stuar...

Kate Spilsbury

What can I say? Kate goes above and beyond to find the plan to best fit your needs. Explained w...

mapMarkerGrey 9428 Baymeadows Rd. STE 137, J...

Michael Hoffman, CLU, ChFC

Helping People Create and Protect their Wealth since 1979

mapMarkerGrey 3840 Deer Ridge Lane, Auburn, ...

Kate Spilsbury

What can I say? Kate goes above and beyond to find the plan to best fit your needs. Explained w...

mapMarkerGrey 9428 Baymeadows Rd. STE 137, J...

Joe Zappia

Joe is a driven and resourceful insurance professional with a high level of integrity for the c...

mapMarkerGrey 103 Beaver Drive, DuBois, PA 1...

Cory J Dawkins

Achieving Our Success By Serving Others And Creating Innovative Solutions To Everyday Financial Challenges

mapMarkerGrey 6165 Northwest 86th Street, Jo...

Thomas Christensen

Wealth Advisor/Licensed Agent

mapMarkerGrey 1300 Concord Terrace, Suite 50...