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> Contact Us: (352) 777-3577
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Contact Info
We are conveniently located in Gainesville. You can contact us using the form or give us a call any time! We would love to hear from you.


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Administrative Offices: 4325 SE 13th Street, Ocala, Florida 34471

Why Choose Us?

Our focus is not just on the bottom line. Our primary goal in working with clients is helping them find the products and strategies that fit their needs and offer the best opportunity to achieve retirement objectives. Our approach is informative and our practice is service-oriented.

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