My Team
Larry Van Atta
Senior Vice President - Financial Advisor, Consulting GroupMarissa Van Atta-Jones
Financial AdvisorKathy Greco
Branch Service Manager/Senior Investment AssocLet's start the conversation
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Year-end distributions for your private foundation may be coming up. Contact me to explore liquidity strategies for charitable grants.
Thank you to all who have served our country! May you truly feel appreciated this Veterans Day.
Happy Halloween! Whether you celebrate with a visit to a pumpkin patch or have little ones who go trick-or-treating, enjoy this fall day of fun.