Insurance and Financial Service in Lewes, Delaware
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Business name: Insurance and Financial Service
Address:
17702 3 Brighton Drive Eagle Point Lewes, Delaware 19958
Phone number: 301-663-1477
Fax number: 301-663-3726
Map:
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Email address:
Category: Financial
Description:
Senior Certified Advisor (CSA) - 30 years of experience
The financial management process at Timothy J. Moore, Sr. office begins with an in-depth evaluation of your current financial situation. Once you and I have established your overall objectives, we'll focus on your specific goals.
With changing economic conditions and market swings, I advocate investing sensibly over the long term and maintaining an adequate level of insurance coverage. I will work with you side by side so that you will be confident in and comfortable with the financial suggestions that are made.
Some of the services offered:
1) Asset Allocation 2) Investment Planning
3) Life Insurance 4) College Funding
5) Tax Management 6) Retirement Planning
7) Estate Conservation 8) Debt Elimination
9) Risk Management 10) Cash Management
11) Charitable Giving
529 Plans, IRA's,Roth IRA, Rollovers,401(K), LTC
Tax Prep,Mutual Funds, Stocks, Bonds.
www.TIM-MOORE.net
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