Folsom, California (CA) Investment Advice Companies
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Continuum Financial Partners is an independent wealth management firm, located in Northern California.
CERTIFIED FINANCIAL PLANNER(TM) professional, Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC).
Dinner planning meetings with folks preparing for retirement who have $100,000 or more to invest into a GUARANTEED lifetime retirement income
Tax Planning, Tax Reduction Strategies, Retirement Income Planning, IRA and 401(k) Rollovers, 403(b) and 457 Plans.
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