Here is a list of folks that we often work with:
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Financial Planners:
Todd Armer Rob Cleland David Cooper Spiros Kabitsis Barbara McAtee Josh Miller Leon Roat Bob Stern Jason Styczynski Tom Woodell Cheryl Young Trust Attorneys: Naomi Parker Mortgage Broker: Michele Morse Reen |
Ameriprise Ameriprise Ameriprise Ameriprise Ameriprise Ameriprise Ameriprise Ameriprise Ameriprise Ameriprise Rockefeller Capital American Pacific Mortgage |
408-371-5478 408-371-7152 408-918-5300 x306 408-918-5300 x315 408-918-5300 x333 720-996-1302 408-918-5300 x341 408-663-6913 408-918-5300 x357 408-918-5300 x336 669-499-4482 408-559-3489 408-626-1879 |