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TOP 30 Wealth strategies in Templeton, CA
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Garcia Wealth Management Group
Garcia Wealth Management Group is a leading finance institution located at 613 South Main Street in Templeton, California, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized financial planning and investment strategies. With a focus on building long-term relationships and providing exceptional service, Garcia Wealth Management Group is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about how we can help you secure your financial future.
BD Oxford Financial
BD Oxford Financial is a finance institution located at 524 South Main Street, Templeton, California, United States. Specializing in services such as Index Annuities, ROTH Conversion, Life Insurance, Charitable & Estate Planning, and Simplified Rollovers, BD Oxford is dedicated to helping clients optimize their retirement savings. With the BD Oxford ROTH Conversion Calculator, clients can take advantage of tax-free conversion opportunities before taxes rise in the near future. Barry, with over thirty years of experience, is passionate about helping clients build and retain their wealth. As a fiduciary, he is committed to managing and protecting his clients' assets with a Safety-First Strategy. Barry believes in proper diversification, reasonable goals, and principal & income protection as key components of a sustainable financial future.
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