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Mission Statement

We are working together in partnership with our clients, our staff, Investia Financial Services Inc. and all other independent financial service product providers.

We are committed to personal service and professional excellence for each client every day.

By listening first, we seek to understand, then to create a custom tailored, comprehensive financial plan for each individual client, as we have done for over 30 years.

With a high level of honesty, integrity and care, we will provide needed financial solutions and will build greater financial security for each client as long as we are able.

Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.

The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

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