
Teresa Bear
Mesa,AZ Financial Services
Teresa Bear helps create sound retirement income and investment strategies for people in or nearing retirement, so Planning, Social Security Strategies, Tax Planning, IRA & 401(k) Rollovers, Wealth Accumulation & Investments, Life Insurance, Annuities, Long-Term Care

James Geary, CPA, MBA
Enterprise,NV Financial Services
-services advisor offering cash management, IRAs, SEPs, 401(k), 403(b), rollovers, conversions, investments, asset allocation and basic tax