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James Geary, CPA, MBA is a fee-for-services advisor offering cash management, IRAs, SEPs, 401(k), . He provides impartial advice and recommendations with complete honesty.James has extensive experience in the financial industry, including

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We provide Wealth Advisory Services -- financial planning coupled with asset management -- The CORE together with your goals. We are compensated for our independent advice and investment management solely by our clients, as we are a Fee-Only firm.

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