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Continue ShoppingThrough our relationship with Bortolussi Wealth Management, Inc., we can assist you with the following:
Individual Wealth Management
Small Business Wealth Management
Portfolio Planning
College Planning
Automated Investing Though Betterment Securities
Retirement Planning
Specific Financial Goal Planning
IRA Accounts
ROTH Accounts
Individual Accounts
Corporate Accounts
401(k) Plans
403(b) Plans
Individual 401(k) Plans
SIMPLE Plans
SEP Plans
529 Plans
Profit Sharing Plans
Estate Planning
Small Business Continuity Planning
Advisory services are offered through Bortolussi Wealth Management, Inc ("BWM"). BWM is a registered investment advisor. Advisory services are only offered to clients or prospective clients where BWM and its representatives are properly licensed or exempt from licensure. Fitts Insurance Agency, Inc. is compensated for referring clients to BWM. For additional information regarding BWM, please visit their website here