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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Happy first day of winter! May the longer daylight hours bring renewed energy.
As we close out 2024, a review of your finances may be in order. Contact me to discuss your wealth planning assets and our strategic liquidity solutions.
During this holiday season, may you find time to pause and enjoy what matters most to you and your loved ones.