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Teresa Bear helps create sound retirement income and investment strategies for people in or nearing retirement, so that they can have the financial security and independence they deserve. Planning Areas Include: Pre-Retirement & Retirement Planning, Income Planning, Social Security Strategies, Tax Planning, IRA & 401(k) Rollovers, Wealth Accumulation & Investments, Life Insurance, Annuities, Long-Term Care, Transition Planning (due to Job Change, Job Loss, Retirement or Moving to Arizona).
Financial Planning, Investing, Retirement Services, Insurance
Steven D. Loney, CPA, P.C. is committed to provide quality, timely and cost effective accounting, tax and consulting services, while always maintaining a confidential level of consideration and understanding with regard to the individual needs and concerns of our valued clientele.
