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Investments
1 hr1 hPhone Call
Members only
Members only
Service Description
Education on investment vehicles, risk tolerance profile, learn about how different accounts work, Traditional vs Roth IRA discussion, should you save money in a brokerage account, money market v. CD v. Savings account
Contact Details
518-925-7716
g3@refinedfinancial.co
15 Wardley Cir, Cohoes, NY, USA
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