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Raise Your
Expectations
Meet The Team
Thomas Schorn, CPA•CFP®
Brett Reitnauer
Zachary Pacello
Valerie Flores,CPA
•EA
Daniel Mercado
Franklin Banfer, CFP®
Eva Mercado
Gabriella Spallino
What We Do
01
PORTFOLIO MANAGEMENT
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FINANCIAL PLANNING
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TAX PLANNING
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ESTATE PLANNING
Rising Rates Join Long List of Housing Dilemmas
Thinking Well
The Market Has Witnessed Record Volatility Lately
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