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Biographical Info
Meet Max—your go-to money advisor. He is committed to helping people and families with both taxes and investment strategies—something few financial professionals are willing to do. He leverages four decades of lessons learned and successes gained to help you feel informed, empowered and excited about your financial future. With Max’s trusted team of tax and investment professionals in your corner, you’ll have the financial insight, support and strategies you need now and into the future.
Level
Starter
Start Date
April 18, 2024
Me
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Favorite Scripture Verse
And we know that in all things God works for the good of those who love Him, who have been called according to His purpose.
Scripture Reference
Romans 8:28
Profession
Accountant, Financial Planner, Insurance, Portfolio Manager, Registered Representative
Professional Focus
Cash Management, Charitable Giving, Debt Management, Financial Planning, Insurance Planning, Investment Management, Legacy Planning, Retirement Planning, Social Security Planning
Website
Logo
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Firm
Investments For You, Inc.
About
And we know that in all things God works for the good of those who love Him, who have been called according to His purpose.