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Focused on You.
We are committed to providing an unsurpassed level of proactive service to each of our clients. To deliver on this promise, every member of our talented team – led by your advisor – is dedicated to understanding and playing their part in helping you work towards your goals. Our team works on your behalf every day to help ensure that your interests are protected and your needs are met.
Through our service model you’ll meet regularly with your advisor to review your progress and to determine the appropriate next steps to stay on track. We welcome any and all questions and will connect you with the best person to provide the information you need.
Securities offered through LPL Financial, member FINRA & SIPC. Investment advice offered through Global Retirement Partners, LLC (GRP), a registered investment advisor. GRP, Washington Financial Group and Hub International are separate and unaffiliated with LPL Financial.
The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama, Arizona, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia, Wisconsin, Wyoming.
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