Your financial success is my first priority. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.
Specialties: 401 (k) ...
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Your financial success is my first priority. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.
Specialties: 401 (k) Rollovers
Wealth Management
Retirement Planning
Professional Portfolio Management
Corporate Retirement Plans
Estate Planning Strategies
Executive Financial Services
Fixed Income
Life Insurance
Municipal Bonds
Magnolia Capital Partners is a trademark used by Barry Robert Ozer. Securities, insurance and advisory services offered through FSC Securities Corporation, member FINRA/SIPC. Magnolia Capital Partners is a trademark business. Investing involves risk including potential loss of principal. No investment strategy or program can guarantee a profit or protect against loss.
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