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| Street address: | 65 Deane Road |
| City / suburb: | Ruckersville, VA |
| Zip code: | 22968 |
| Phone: |
(434) 985-3210 (Primary Phone) |
| Contact name: | |
| Contact title: | |
| Nearest landmark: | Route 29 North, by the Big White Chair |
| Fax: | |
| Website: | |
| E-mail: | david.stackpole@lpl.com |
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MY STORYI tell every client whom I meet to get ready to learn some things you never knew or were never told. I had worked with many "professionals" placing clients and I was getting frustrated that there were such complex considerations being ignored. I decided to write some articles about it, most recently through Morningstar Investment Research. (if you enjoy the boring world of financial publications!). I redefine my practice to account for these knowledge gaps. This is helping me separate my practice qualitatively in an industry often focused on quantity.My Business and technology consultation background helped derive a methodology to help clients reach their goals. It provides accountability, removes guess-work to further help my clients.
- Business Services Financial Investment Advice Financial Advisory Services
| Estimated number of employees: | 2 to 4 | |
| Annual sales estimate: | 0 | |
| City / suburb: | Ruckersville, VA |
Retirement, estate planning, Education / Tax strategies, Non profit fund management, IRA / Annuities, 401ks for local businesses