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Kevin's office location
1421 Pine Ridge Road, Suite 300
Naples, FL 34109
O: 239.513.6500
TF: 800.843.2025
F: 239.596.5474
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Danielle's office location
8120 Lakewood Main St., Suite 201
Lakewood Ranch, FL 34202
O: 941.907.0168
TF: 800.247.3011
F: 941.907.9829
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How investments are taxed
You’ve built a nest egg, watched your investments grow, and now y...
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What to do after the loss of a loved one
Losing a loved one can be overwhelming and emotionally draining. ...
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