How Money Works

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Financial Services

About Us

I am on a path to lead a diverse, well-trained team of licensed professionals that serve clients from all walks of life.

Educating clients about money and finance is a key component of what makes a meaningful client experience. Together with my team, we help clients pursue their financial goals. Working with each team member and client in an ever growing network brings about a positive and meaningful experience for all.

Rep/Contact Info

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Tim Polak
financial educator