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Fidelity Investments

MyWealthPlan

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It's more than just investing successfully. We take the time to understand the big picture.

https://www.adviserinfo.sec.gov/

We provide impartial and thorough advice based solely in our clients’ best interests.

Unlike many advisors, we never accept sales charges or commissions of any kind; instead, our clients pay us a very reasonable fee.

We engage and interact with industry thought leaders and experts.

999 Vanderbilt Beach Road, Suite 200, Naples, Florida 34108

P: 239-325-5110

info@Ldstar.com

© Copyright 2024 LodeStar Advisory Group LLC

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