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Investment Planning Group

Investment Planning Group

Categories

Financial & Investment Services

About

My goal is to empower my clients with a solid, actionable financial plan to allow them to enjoy an active and successful retirement – on their own terms. I will put my experience to work for you developing investment, tax planning and estate planning strategies – all aimed at maintaining your financial independence and lifestyle. You've worked hard. Now, as retirement approaches, it's your turn to redefine the second half of your life.

Contacts

Primary
Nancy Brewer
Officer Administrator

Gisela Landwersiek
Branch Operations

Steven Landwersiek
Advisor

Peter Navaretta
Financial Advisor

Gary Ratay
Insurance Advisor

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