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John Hancock
Welcome to my website. I’m Robert Schwartz and I assist families in planning for the financial future of their child or other dependent with special needs. It is my sincere wish that you will find the information here to be helpful to you and your family. The reality of special needs care is very personal, something my family knows very well. The experience has made it clear to us how important it is to prepare for the financial future of the child or other dependent with special needs.
Helping others to protect against this significant financial risk is very important and fulfilling to me. My goal is to serve you as a comfortable, consistent, and dedicated advocate in a field where details reign supreme.
For more information on my advocacy in the South Florida community, to find out more about the many resources that I can provide or to schedule a complimentary intake meeting, please call me at (561) 994.5009 ext 211.
Robertbschwartz.com ~
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www.rowleyfinancial.com
rowley financial, invest, financial planning, money, stocks, mutual funds, CollegeAmerica, 529, retirement, northern virginia, life insurance, bonds, investments, taxes, variable annuities, ira, roth ira, municipal, herndon, washington, DC, reston, fairfax, springfield, leesburg, tysons, mclean, Fidelity, Putnam, American Funds, MFS, Goldman Sachs, Franklin Templeton, New York Stock Exchange, NASD, long term care, merrill lynch, legg mason, smith barney, morgan stanley, commonwealth financial ,403(b), rollover, account, 457
Rowleyfinancial.com ~
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CFP Certified Financial Planner / Planning Advisor Bellevue, Seattle, Kirkland
“2008, 2009, & 2010 Five Star Wealth Manager: Best in Client Satisfaction” - Seattle Magazine. One of America's Best Financial Planners - Consumers' Research Council. Independent, Fee-based, Financial Planning & Wealth Management. Locally owned and independently operated, ICON Consulting is one of the industry's leading comprehensive wealth management and financial planning firms serving Seattle, Bellevue, Kirkland, and the Northwest. As a Registered Investment Advisor firm in the state of Washington, ICON has a team of Wealth Managers, CFP's, Financial Planners, and Financial Advisors that are here to help you objectively manage your family's wealth.
Welcome to ICON, we are here to help.
Theiconfoundation.org ~
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Similar Sites:
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- iconfoundation.com
- iconconsultingllc.com
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Curran Financial
Tim Curran, Timothy Curran, Timothy P. Curran, Waltham Financial Planning, Financial Planning Waltham, Waltham, Metlife Waltham, 128 Alliance, Financial Services Waltham, Financial Services, Financial Seminars, Insurance,
Timcurranfinancial.com ~
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