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139 Centre Street,
We have been working with individuals and businesses for over 20 years.
Each of our agents has extensive experience as an investment professional.
Qualified representatives are licensed to sell a variety of investment and insurance products.
We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we provide offers a roadmap to an independent financial future.
We're looking forward to using our expertise to help you pursue your financial goals.
Securities and advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Additional Advisory services offered through Southland Equity Partners, LLC. Osaic Wealth, Inc.is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.. This communication is strictly intended for individuals residing in the states of (CA, FL, GA, NJ, NY, PA, SC, TX) No offers may be made or accepted from any resident outside the specific state(s) referenced.
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a sate by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.