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Services For Individuals

Personal Financial Planning
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
 
Estate Planning
The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. I am waiting to assist you through every step of the process.

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Find comfort in knowing a tax professional is only a phone-call or an email away. sbedi@sumeetcpa.com

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