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Charter Oak Financial Group, Inc

With over 50 years of proven experience in the financial service industry, Charter Oak Financial Group, Inc. works with successful business owners and professionals designing solutions to help you protect your business, your retirement assets, and your legacy.

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Life and Health Insurance and Estate Planning in the Central Valley. Offering Executive and Employee Benefits including group insurance, dental, vision, and many other benefits. Members of The Nautilus Group & United Benefit Advisors.

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bravermanfinancial.com
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coxwealth.com
Cox Wealth Management, LLC
Cox Wealth Management is a tax and accounting fiduciary firm located in Chattanooga, Tennessee by the founder and Chief Managing Member Richard L. Cox, Sr., CFP, Certified Financial Planner and Certified Kingdom Advisor. His experience spans over 40 years of handling the financial, estate, investment and tax planning needs of High Networth Clients, business, entrepreneurs, corporate executives, Physicians, Medical Professionals, Attorney’s, Certified Public Accountants, and Trusts and Estates. Cox Wealth Management offers, Tax Planning, ERISA Consulting, Employee Benefits, Trust Accounting, Estate Planning, and Management Consulting, to 401K Plans, 403b Plans, and Defined Contribution Plans. We sponsor the local Moneywise Radio program in the Greater Chattanooga Area on WMBW Radio.

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Adirondack Financial Services is a full service, independent advisory firm that has specialized divisions to provide a full range of Investment Management Services, Qualified Retirement Plans Services, Financial Planning Services, and Employee Benefits Consulting Services. Each of our divisions is populated with experience and access to independent external business partners so that we may provide the guidance you need and the service you deserve.

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Halberg Financial and Independent Financial Partners are dedicated to giving sound financial advice and solid planning for your future. We will present products and services which are appropriate for your age and ability to withstand market ups and downs. We will do our best to help you achieve your goals and objectives. We hope this site will provide you with valuable information on Seminars, newsletters and calculators that are available to help you in your personal planning as well as information to find a professional Certified Financial Planner Professional or investment advisor representative for consultation.

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