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Originally Posted by Henryfrakl
Looking for name of an advisor preferably from Fidelity or another national firm. That truly understands wealth retention and income.
Thanks in advance for any advise.
Henry
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Jean Ann Dorrell (SmartMoneyGirl) of Senior Financial Services. Amazing services specializing in retirements. Can't put down all of her achievements so left the link.
Jean Ann Dorrell - Certified Estate Planner, Estate & Retirement Advisor, Owner & Founder of Senior Financial Security, Inc.