Scott Giles, CFP
Classification: Financial Advisor/Consultant
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I help people meet the challenge of financing the present while planning for the future. I work with my clients on the issues that matter most to many of them: education for their child(ren), effective retirement planning, as well as investment strategies to help maximize their earnings and reduce their tax burden. I work with my clients, one-on-one, to develop individualized strategies that meet their needs today.
Areas of Focus:
- Investment Advice
- Financial Strategies for Small Business
- Estate Planning
- Saving and Investing for Retirement
- Comprehensive Financial Planning
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Chapter: Germantown Chapter (View Chapter Members) |