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Dedicated to Your Lifelong Success - Old Town Wealth Advisors

Dedicated to Your Lifelong Success. Call Us 970- 221-0169. The Personal Values Investor. Our 360 Discovery Process. The Financial Life Map. The Five Steps to an Effective Investment Portfolio. We help professional couples who come to us looking for a more personal relationship with a financial advisor, and where we can offer them guidance and support for sensible investing. We help working couples with school age children that have investment accounts at multiple banks and brokerages. Feeling like your p...

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CONTACTS AT OLDTOWNADVISOR.COM

Soraci & Parsons of Old Town

Bridger Parsons

144 N.●●●●●●Street

Su●● 5

Fort●●●●lins , Colorado, 80524

United States

(970)●●●●●-0169
bp●●●●●●@royalaa.com

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Soraci & Parsons of Old Town

Bridger Parsons

144 N.●●●●●●Street

Su●● 5

Fort●●●●lins , Colorado, 80524

United States

(970)●●●●●-0169
bp●●●●●●@royalaa.com

View this contact

Soraci & Parsons of Old Town

Bridger Parsons

144 N.●●●●●●Street

Su●● 5

Fort●●●●lins , Colorado, 80524

United States

(970)●●●●●-0169
bp●●●●●●@royalaa.com

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Dedicated to Your Lifelong Success - Old Town Wealth Advisors | oldtownadvisor.com Reviews
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Dedicated to Your Lifelong Success. Call Us 970- 221-0169. The Personal Values Investor. Our 360 Discovery Process. The Financial Life Map. The Five Steps to an Effective Investment Portfolio. We help professional couples who come to us looking for a more personal relationship with a financial advisor, and where we can offer them guidance and support for sensible investing. We help working couples with school age children that have investment accounts at multiple banks and brokerages. Feeling like your p...
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1 bparsons@royalaa com
2 about us
3 what we do
4 who we are
5 who we serve
6 the professional couple
7 the active family
8 the academic
9 the inheritor
10 the ‘do it yourselfer’
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bparsons@royalaa com,about us,what we do,who we are,who we serve,the professional couple,the active family,the academic,the inheritor,the ‘do it yourselfer’,the retired doctor,on her own,client center,client login,tax center,tax calendar,tax forms,library
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Dedicated to Your Lifelong Success - Old Town Wealth Advisors | oldtownadvisor.com Reviews

https://oldtownadvisor.com

Dedicated to Your Lifelong Success. Call Us 970- 221-0169. The Personal Values Investor. Our 360 Discovery Process. The Financial Life Map. The Five Steps to an Effective Investment Portfolio. We help professional couples who come to us looking for a more personal relationship with a financial advisor, and where we can offer them guidance and support for sensible investing. We help working couples with school age children that have investment accounts at multiple banks and brokerages. Feeling like your p...

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oldtownadvisor.com oldtownadvisor.com
1

the Inheritor : Old Town Wealth Advisors

http://www.oldtownadvisor.com/the-inheritor

Dedicated to Your Lifelong Success. Call Us 970- 221-0169. The Personal Values Investor. Our 360 Discovery Process. The Financial Life Map. The Five Steps to an Effective Investment Portfolio. We help and offer guidance to people who have come into an inheritance, like a taxable investment portfolio with multiple stock and bond positions. Some clients arrive with no idea how the performance has been or what their overall asset mix was in these portfolios. 227 S Howes Street.

2

the Academic : Old Town Wealth Advisors

http://www.oldtownadvisor.com/the-academic

Dedicated to Your Lifelong Success. Call Us 970- 221-0169. The Personal Values Investor. Our 360 Discovery Process. The Financial Life Map. The Five Steps to an Effective Investment Portfolio. We help professors and accomplished researchers evaluate recruitment offers. 227 S Howes Street. Old Town Wealth Advisors is a marketing name for securities, insurance and advisory services offered through Royal Alliance Associates, Inc. Member FINRA.

3

Tax Publications : Old Town Wealth Advisors

http://www.oldtownadvisor.com/Library/Taxes/Tax-Publications

Dedicated to Your Lifelong Success. Call Us 970- 221-0169. The Personal Values Investor. Our 360 Discovery Process. The Financial Life Map. The Five Steps to an Effective Investment Portfolio. Below is a list of IRS tax publications you may view, print or save to your hard drive. You can use Ctrl F or Cmd F on your keyboard to search by code or title. 227 S Howes Street.

4

the Active Family : Old Town Wealth Advisors

http://www.oldtownadvisor.com/the-active-family

Dedicated to Your Lifelong Success. Call Us 970- 221-0169. The Personal Values Investor. Our 360 Discovery Process. The Financial Life Map. The Five Steps to an Effective Investment Portfolio. 227 S Howes Street. Old Town Wealth Advisors is a marketing name for securities, insurance and advisory services offered through Royal Alliance Associates, Inc. Member FINRA.

5

Our 360 Discovery Process : Old Town Wealth Advisors

http://www.oldtownadvisor.com/our-360-discovery-process

Dedicated to Your Lifelong Success. Call Us 970- 221-0169. The Personal Values Investor. Our 360 Discovery Process. The Financial Life Map. The Five Steps to an Effective Investment Portfolio. Our 360 Discovery Process. There are six basic areas of your life that directly relate to the wealth plan we create, and we refer to them as Life Cards. Discussing these with you helps us to gain an understanding of you and your family, where we focus on life, not on money. What changes do you see occurring in your...

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Children & Families. Old Town Adventist Family Church, Swindon Wiltshire. Children & Families. Thanks for taking the time to have a look at the website of Old Town Adventist Family Church in Swindon; this is a good family to belong to. Children are very welcome, as are non-Christians. We have tried to create a place where you will feel welcome and accepted just as you are. Speaker – Anna Radosh. January 21 @ 11:00 am. Speaker – Ray Clarke. January 28 @ 11:00 am. Speaker – L M Erazo. February 4 @ 11:00 am.

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Dedicated to Your Lifelong Success - Old Town Wealth Advisors

Dedicated to Your Lifelong Success. Call Us 970- 221-0169. The Personal Values Investor. Our 360 Discovery Process. The Financial Life Map. The Five Steps to an Effective Investment Portfolio. We help professional couples who come to us looking for a more personal relationship with a financial advisor, and where we can offer them guidance and support for sensible investing. We help working couples with school age children that have investment accounts at multiple banks and brokerages. Feeling like your p...

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