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Charles Melka, CFP®, CPA, CLTC

What Is An Annuity?

Immediate or deferred annuity: there's no right answer.

Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through Sequoia Wealth Management, a registered investment advisor. Sequoia Wealth Management and CPM Financial Services are separate entities from LPL Financial.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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