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Are you seeking one of the trusted companies in Roanoke that offer individual wills and estate planning, individual tax preparation, and tax preparation? They do tax accounting, tax preparation, and bookkeeping. They work on investments such as mutual funds, bonds and stocks, as well as wealth preservation, insurances, 401k, and more.
Helping people have confidence in their financial lives is so much more than a simple financial plan and managing investments. It is getting to know them, understanding what they want to achieve and being available when important life events happen. I work with a small number of people to give them a resource they can trust so they can spend their time pursuing what is important to them. I believe this relational approach, experience, and a world-class investment process makes all the difference in walking alongside my clients. I take my responsibility as a fiduciary seriously, and we work hard to fully understand the needs and opportunities
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Get quality financial services and planning by hiring professionals from SJK Financial Planning. Hire Wes Shannon then. They also teach financial education principles as well as money rules to help you succeed financially.
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