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Tumlin Levin Sumner Wealth Management of Raymond JamesTumlin Levin Sumner Wealth Management of Raymond James
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  • Tumlin Levin Sumner Wealth Management of Raymond James
    305 Carteret St Beaufort, SC 29902-5525 T: 843.379.6100 TF: 844.833.2644 F: 866.462.5184
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Reasons to give appreciated stock
Giving appreciated equity can be a gift for both you and your favorite charity.
Estate & Giving
The appeal and reality of multiple home ownership
Important rental, tax and retirement considerations to consider.
Family & Lifestyle
Read
Read
Take inspiration from retirement lifestyles around the world
Hardly universal, retirement is colored by cultural expectations worldwide.
Retirement & Longevity
Give wisely to maximize your charitable impact
Contribute to the causes you care about with strategies that match your intentions.
Estate & Giving
Businesses hoarding workers? Say what?
10/14/2022
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

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Tumlin Levin Sumner Wealth Management of Raymond JamesTumlin Levin Sumner Wealth Management of Raymond James
  • 305 Carteret St Beaufort, SC 29902-5525
  • 843.379.6100
  • 844.833.2644
  • 866.462.5184
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


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