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Dee Ann is very knowledgeable. She was able to answer all of our questions quickly. She walked us through the lending process from start to finish and made us feel at ease with what can be a stressful experience.
Align Wealth Management serves Edmond, Oklahoma County; Oklahoma City; and St, Petersburg, FL. We offer wealth management, financial planning, and retirement planning. We are top financial advisors with investment solutions. We are your financial planners/financial consultants.
I offer sales and service to seniors with medicare and long-term care life and annuities. I'm offering my clients the best coverage at the best price and the best customer service in the industry.
Our services include: Â Estate Planning Â Legacy Planning Â Trust Administration and Probate Â Wills Â Living Trusts and Healthcare Directives Â Asset Protection and Business Planning Â IRA and Retirement Planning Â Elder Law and Medicaid Services Â Special Needs Planning Â Incapacity Planning Â Family-Owned Businesses Â Financial Planning
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