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Expand Financial Group
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Expand Financial Group
Home
About
Services
Contact
Home
About
Services
Contact

Helping you leave a legacy with a clear financial plan.

 

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About Expand Financial Group

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Investment Planning
Tax Planning
Retirement Planning

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Expand Financial Group does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Investment advisory services offered through Expand Financial Group a registered investment adviser. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Expand Financial Group, LLC shall not seek new clients within the State of Florida. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Dave Bennett at dave@expandfg.com. Expand Financial Group, LLC is a registered investment adviser in the State of Washington, Arizona, California, Florida, Idaho, Louisiana, Montana, Nevada, Ohio, Oregon, Pennsylvania, Tennessee, and Texas. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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