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Robert P.

Location:

Minneapolis, MN

Member since:

January 21, 2013

Are you able to commit to a weekly meeting?

I look forward to the weekling meetings

Introduction

Hello, I work as a independent advisor. I work with tax management strategies, retirement distribution strategies, investment management including managed portfolios, 529 plans, Roth IRAs and Individual IRA’s, insurance and annuity products.


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