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Through Centaurus Financial Inc., and Pershing LLC we can also provide assistance
in the following areas:
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- Comprehensive Financial Planning
- Retirement Planning, 401(k) and Pension Planning
- College Planning
- Estate Planning
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- Wealth Transfer
- Brokerage Accounts
- Tax Avoidance
- Insurance Needs
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Retirement Planning
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- Traditional/Roth IRAs
- Simple IRAs
- Simplified Employee Pension IRAs
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- 401(k)
- Safe Harbor 401(k)
- Single Person 401(k)
- Profit Sharing and Pension
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Insurance
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- Variable
- Universal (VUL)
- Survivorship
- Long-Term Care
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Mutual Funds
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Tax Deferred Annuities
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Full Service and Discount Brokerage
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- Stocks & Bonds
- Municipal Bonds
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- Government Securities
- Money Markets
- Credit/ Debit Cards
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Contact us today for a free consultation.
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Securities offered exclusively through Centaurus Financial,
a registered broker/dealer.
Member FINRA & SIPC
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