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CFP®, with 20 years of experience providing financial planning, tax planning, estate planning, and investment management services. Faithful Steward Wealth Advisors is geared toward serving the needs of local and non-local (virtual) physicians and dentists. We understand that today's medical professionals are seeking a deeper relationship, one where their financial advisor understands them just as well as their money. Our desire is to come alongside our clients and walk with them on their journey toward achieving the things in life that matter most. They say every great plan starts with a story. We'd love to hear yours! Set up a free, no-obligation initial consultation by visiting our website (https://ProsperousPhysician.com) or call our office at (717) 496-0900.
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Status: Financial Advisor, Small Business Owner
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