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4631 Tanner View Drive Clinton, WA 98236

360-222-4059
jmj@sycamorewealthmgmt.com
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Our Services

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills/Government Securities

Managed Accounts

Mutual Funds/ ETFs

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Business Succession Planning

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Fixed Annuities

Variable Annuities

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

jmj@sycamorewealthmgmt.com |  360-222-4059