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A Team to Trust to Provide Strategic Financial Planning

09/13/13

A Team to Trust to Provide Strategic Financial Planning

  In business, a strong collaboration of experienced, trusted, and knowledgeable individuals who share a definitive vision and goal are the pillars of strength that build the foundation of a successful company. After starting his business with the mission of providing strategic financial planning, it became evident to John Dovich that as his company grew, and the financial world became more complicated, he needed to build a team with extensive expertise and a dynamic skill set. Over the last 15 years, he has focused on identifying people who could better serve clients with their investments, financial planning, estate planning, insurance, and more.  Today, he is thrilled with the strength of the team he has cultivated. “I and, more importantly, our clients are...

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