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Qualifications of Financial Advisor in Columbia

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Financial Advisors in Columbia, Missouri
Financial Advisor Office Location Phone Number
Bert Doerhoff,
Aura Wealth Advisors LLC
1301 Southwest Blvd,
Jefferson City, MO  65109
(573) 634-4006

Information on Qualified Financial Advisors in Columbia

Qualifications CRD# 4463814
Series 65

Office Location 1301 Southwest Blvd,
Jefferson City,
Phone Number (573) 6344006

About Aura Wealth Advisors LLC

In today's economy there is a lot of uncertainty and people are not sure where to turn. We use a team approach where we take the lead to act as your personal CFO and guide the team throughout the wealth management process. Most clients have needs in five areas that are key to long term wealth including: 1. Making smart long term decisions about your money 2. Minimizing your income tax 3. Minimizing your estate tax 4. Protecting your wealth from issues such as litigation 5. Assisting you in your charitable giving intentions This is all delivered through our exclusive consultative 5 step process. Our practice is limited to a select group of clients where we can add significant value. This process starts with a discovery meeting designed to explore your financial goals and determine whether we are the right firm to help you achieve those goals.

List of Additional Financial Advisors in or around Columbia, Missouri
Forward Financial LLC Columbia, MO
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