Celtic Wealth Management Group
At Celtic Wealth Management Group, we want to give our customers the tools they need to make informed financial decisions. After understanding their individual needs and objectives, we provide them with the information and support they need to select the best path for themselves. We aim to be their lifelong advocate. We take a long-term view of financial planning, looking at all stages of life, not just what will bring the highest return today. We offer independent financial advice, tailored advice and services with excellent personal service. Through an independent Certified Public Accountant and Estate Planning Attorney, we also provide tax and estate planning. We commit to helping our clients create a retirement income that will last as long as they do. Working with Celtic Wealth Management Group will give you the peace of mind that your savings will never run out.
Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.
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