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Financial and Tax Advisor

FINANCIAL SECURITY UNDER OUR UMBRELLA

Financial Service Mania has a myriad of resources available to satisfy the diverse business requirements of established and developing enterprises as well as individuals and families.
We provide Investment Management, Tax, Retirement & Legacy planning, and Strategies. With over combined experience, our team is uniquely qualified to design, implement, and maintain plans that allow you to live a stress-free and prosperous life.
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Building Solid Plans

  • Client-Centric

    Tax Advice

    We adhere to a true fiduciary standard, meaning we put clients’ interests first in all circumstances. Many calling themselves planners are in fact salesmen, working on commission to sell insurance or investment products.

  • Exclusive

    Personalized Service

    To maintain our service standards. Effective wealth management requires a bespoke approach not possible in a high volume business. We take the time to focus on all of the details of our clients’ financial lives.


  • Warm

    A Lighter Touch

    Finances do not have to be cold and impersonal. We pride ourselves on a warmer, slower approach. We prefer conversations to PowerPoint lectures. Many clients now expect hugs instead of handshakes.


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