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Schedule a Meeting

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Allen Trim, CFP®, CPA, CVA

Partner, Portfolio Manager

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Robert Seid, CSRIC

Partner, Wealth Advisor

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Judith L. Seid, CFP® 

Partner, Wealth Advisor

Please call our office at             619-698-4330 to book with Judy. 

Please book with Robert or Allen if Judy is unavailable at your preferred time.