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Check the background of our Investment Professionals on FINRA's BrokerCheck​ »
Our Qualifications
Our Associates are a diversified, professional team who has earned industry respected degrees and designations including:​
CFP®
Certified Financial Planner
ChFC®
Chartered Financial Consultant
MSFS
Master of Science in Financial Services
AEP®
Accredited Estate Planner
RICP®
Retirement Income Certified Professional
CSA®
Certified Senior Advisor
CLU®
Chartered Life Underwriter
LUTCF
Life Underwriting Training Council Fellow
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