What's Your Financial Confidence and Security Score?

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Financial Confidence and Security Score!

Lewis A McMurran

Principal, A&M Advisory LLC, a registered investment advisor.

Education

Georgetown University, School of Foreign Service, B.S. International Affairs

Experience

1986-1989: Consumer financial services. 1990-2014: Government Relations (industries represented: financial services, local government, energy & utilities, software/tech, small business). 2014-present: Investment advisor/insurance agent; solopreneur.

Expertise

Tax reduction/tax and estate planning; financial planning/investment advice; life/health/LTC insurance. Alternative investing/real estate/early stage tech. Income development via consumer e-commerce platform. Access to leadership and entrepreneur training and development.

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Explaining Your Unique Results

What's Your Financial Confidence and Security Score?

Take this FREE 60-Second Quiz To Discover Your Financial Confidence and Security Score!

Contact Us

Call us at: 253-653-5331

Mail us at: [email protected]

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