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Bringing our clients peace of mind!

Retirement & Investment Planning

General Info
Michael is a Certified Fiancial Planner who specializes in planning issues that the retired and nearly retired face. Whether it is deciding how to handle your 401k rollover or preserving assets from longterm care expenses, we can help!
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BBB Rating
A+
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BBB Rating and Accreditation information may be delayed up to a week.
Payment method
cash
Location
One American Center Corner of Loop 323 & Copeland Rd 2nd Floor
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Certifications: Certified Financial Planner

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Details

Phone: (903) 534-4900

Address: 909 E Southeast Loop 323, Tyler, TX 75701

Website: http://legacy-group.org