Randy Tarter, CFP® in Avon

Horário de funcionamento

Segunda-feira: 09:00 - 17:00
Terça-feira: 09:00 - 17:00
Quarta-feira: 09:00 - 17:00
Quinta-feira: 09:00 - 17:00
Sexta-feira: 09:00 - 17:00

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Randy Tarter, CFP® Prestador de serviços

7607 E. US Highway 26
46123 Avon

8776885990
rtarter@everwisecu.com

Descrição

I've been with Everwise Investment Services since 2003. Many things have changed over the years, but my role today isn't all that different from when I first became a financial advisor at the age of 21. My clients have told me they see me as their family "Financial Doctor" and personal "Finance Professor." I work with clients to uncover their financial aches and pains, and address any ailments they have with regard to retirement planning, better earnings and tax strategies related to their investments, wealth transfer, and protection.