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I help people and companies manage their finances and ensure their investments are performing in a way that will achieve their financial goals. 

The following are a few reasons clients enjoy dealing with me, and how I set my self apart from the competition:

Regular, Meaningful Contact. Based on client preference.  By keeping an open dialogue and checking in regularly you can feel comfortable in knowing that your investments reflect your current goals well as current market conditions.

Unbiased Advice. Some advisors will recommend investing mostly in products of their parent company (or at times, exclusively in these products). At Perry Securities, I have the opportunity to recommend th...

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