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Investment Advisory Services

  • Money Management Services*
  • Asset Allocation
  • Financial, Charitable and Estate Planning*
  • Cash Flow Counseling
Tax and Pension Services


  • Wealth Protection
  • Insurance Planning

Real Estate ***

* Investment Advisory Services provided through Genesis Financial Advisors, LLC  **Tax Services provided by Genesis Tax Advisors, LLC 

*** HomeLife Genesis Realty Group, Tamilyn Simard Designated Broker

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