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Financial Planners

Retirement Planning, Income Planning, Risk Management, Estate, MediCare Planning

Investment Advisory Services

Investment Analysis, Portfolio Management

403(b), 457(b), ORP, FICA Plans

Pension reviews for Educators & Public Employees

Affiliated with Capital Investment Advisory Services, LLC, an SEC-registered Investment Adviser
100 E. Six Forks Road, Ste. 200, Raleigh, NC 27609 (919) 831-2370
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