iiIs it time to change your financial direction?
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"we navigate > you arrive"
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Steven King, CFP, MBA 171 Marine Parade, Suite #1 Santa Cruz, California 95062 831-426-4600 Toll Free: 877- 420- 8804 fax: 831-426-4646 sking@1stallied.com
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Securities offered through FIRST ALLIED SECURITES, INC. member FINRA SiPC
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Retirement Plans Financial Planning Investments
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"Thanks for stopping by.
As you know, your
financial environment is changing
even as you read this...
possibly in ways you could
not have anticipated;
creating new risks,
but also new opportunities.
In over 17 years of guiding investors through changing financial
environments, I have found that personal service is the key to
matching each client with the strategies that are best suited for
both short and long term goals.
Whether our conversations are in person or by phone, together
we can discuss your needs, your goals, your suitability.
Together, we can create a strategy to navigate your money
through risky traffic.
There is no obligation, so why not call today?"
Are you in clover?