Bud Lavery
Financial Planner at Capstone Wealth Partners
Email:
b****@sandiegowealth.com
Phone Number: (***)-***-****
My background and expertise blend financial planning, mindfulness and research-based behavioral psychology.
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CAPSTONE WEALTH PARTNERS
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Headquarters: 6037 Frantz Rd Ste 104, Dublin, Ohio, 43017, United States
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Industry Investment Management
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Website capstonewealthpartners.com
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HQ Phone 61********
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Description
We help families create a comprehensive college funding plan to maximize financial aid, minimize taxes, and effectively save for retirement at the same time. Our financial planners work close...Read More
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Employees 1-10
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Revenue Under 1 Million
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Answer: Bud Lavery works for Capstone Wealth Partners as Financial Planner
Answer: Bud Lavery’s role in Capstone Wealth Partners is Financial Planner
Answer: Bud Lavery's email address is b***@gmail.com
Answer: Bud Lavery's business email address is b****@sandiegowealth.com
Answer: Bud Lavery’s direct phone number is (***)-***-****
Answer: Bud Lavery works in the industry of: Investment Management
Answer: Bud Lavery is the current Financial Planner at Capstone Wealth Partners.... Read More
Answer: Bud Lavery works Capstone Wealth Partners located at 6037 Frantz Rd Ste 104, Dublin, Ohio, 43017, United States
Answer: Capstone Wealth Partners's Financial Planner is Bud Lavery
Answer: Bud Lavery contact details:
- Phone number : (***)-***-****
- Email : b****@sandiegowealth.com
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