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Invest & Insure Center Contact Form

Our team looks forward to talking with you. Make your free, no-obligation appointment by filling out the form below and someone will contact you shortly.


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Cash Flow ManagementEnding Long-Term CareInvestment StrategiesIRA'sInsurance - Auto & PropertyInsurance - LifePension Rollovers/401k'sRetirement PlanningSocial Security/MedicareTax Planning

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If you have questions about your accounts, please call us at 845.452.7323 x 1207 Monday through Friday during regular working hours.

Important Information

Securities offered through LPL Financial, member FINRASIPC. Insurance products offered through LPL Financial or its licensed affiliates. Financial Planning offered through Lexco Wealth Management, a registered investment advisor and a separate entity from LPL Financial.

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