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PR: 2
| Prosperity Coach - Linda Anderson, MBA / Prosperity Circles - http://www.prosperitycircles.com/ 415.306.4726 "Bringing you more joy and financial well being" |
PR: 1
| Tax Preparation - Georgia Rogers / Proactive Tax Solutions - http://www.proactivetaxsolutions.com/ Enrolled Agent Tax Preparation, Planning and Representation 415.924.6240 |
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| Insurance - Jay Zemansky / Sadler & Co. Insurance - http://www.sadlerinc.com/ 415.457.2400 (o) / 415.717.8308 (c) "We cover your assets" |
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| Investment Consultant - Thomas McAuliffe / True Wealth Management - http://www.lpl.com/thomas.mcauliffe Investment Consultant 415.482.8622 |
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| Life Insurance - Gale Serin / New York Life - http://www.newyorklife.com/ 510.601.3386 "The company you keep" |
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| Payroll - Taylor Batt / PAYCHEX - http://www.paychex.com/ 707-337-2325 |