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Mission

Our mission is to best help our clients address their financial goals.

Mr. Vura has been helping individuals and business owners address their financial needs, since 1987. Mr. Vura has extensive experience in Retirement Plans: IRA Rollovers, IRA Traditional/Roth, Single K, SEP/IRA, SIMPLE/IRA, 401(k), 403(b), 457, Defined-Benefit, Defined-Contribution Plans and Non-Qualified Retirement Plans. Considering the tax implications of one's investments, taxable or tax-advantaged accounts, is an important aspect. Moreover, a full array of products and services are available: stocks, bonds, mutual funds, closed-end funds, unit trusts, exchange traded funds, annuities, full service brokerage accounts, margin accounts, educational savings accounts and more. We will help you with your investment choices, based upon your particular situation, needs, risk tolerance and objectives. We will assist you with your goals through sound investment strategies! Take a look inside at the Resource Center links above to view some helpful informational items.

Let's put together a plan for you! Click on Contact Us today to schedule your free financial review & consultation.

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