Financial Planner & Investment Advisor Representative

Phone: +18135699740
Contact Information:

Nermine Bolos
NBolos@UnifiedWM.com
813-569-9740

Description :

Financial Planning
Retirement Planning- Traditional IRA, Roth, IRA Rollovers, 401k, SEP, Simple IRA, Individual Plans etc.
Investment Management
Estate Planning
Tax Strategies
Insurance Strategies- Life Insurance, Annuities, Long-Term Care, Disability
Education Planning- College 529 Plans

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