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Little Business Wealth Advisors

Little Business Wealth Advisors (LBWA) are independent finacial advisors that specialize in cash flow management for small businesses, families, baby boomers and seniors in the Fresno and Clovis area. We offer full range of financial planning services that include insurance and retirement planning, wealth protection and wealth transfer. Since we are independent, we are able to help our clients navigate the various products, including life insurance, health insurance, Medicare supplements, Covered California, long term care insurance and disability insurance. LBWA is comprised of David J. Little and Brett Cyril Little.

Categories: Finance/Banking, Finance and Banking
Topics: cash flow management, covered california, fee only, fee-only, financial planning, fresno, independent advisor, independent financial group, investment advisors, retirement planning

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Matthew A. Kasa, Orange County's financial advisor and wealth manager provides highly customized financial advice, investment solutions and brokerage services to individuals, families and foundations.


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Micah Moscovis
Micah Moscovis advises individuals, families, and businesses on retirement planning, 401k rollovers, special needs planning, and estate planning. Micah Moscovis with Magnolia Wealth Strategies serves the Acadiana area. He provides 401k's, IRA's, life insurance, long term care insurance, and disability insurance along with homeowner's and auto insurance.


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Jay Van Beusekom Financial Advisor, LLC.
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Evert Fernandez is a full-service financial services, retirement investment and insurance broker serving Sonoma County.


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