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Jason Llewellyn

President at Holistic Financial Partners

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Jason began his career at Clifton Gunderson LLP in 1999 preparing income tax returns and consulting with high net worth individuals as their Certified Public Accountant (CPA). Around 200...

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HOLISTIC FINANCIAL PARTNERS

HOLISTIC FINANCIAL PARTNERS

  • description Description
    We are experts in wealth management and financial planning, but we also specialize in helping individuals navigate the complexities of divorce. All of our advisors have earned the Certified D...

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  • Employees count Employees 1-10
  • Revenue Revenue Under 1 Million
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  • Email  :  j****@holisticfinancialpartners.com

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