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Each dream deserves a well-crafted plan. And, each client that chooses to work with us is unique in their financial goals. However, they all share one common thread: Wealth. Riches. Abundance. Resources. At Opes One Advisors, we help people grow wealth, preserve wealth, then turn the wealth into income to distribute and enjoy over a lifetime. We pride ourselves on a quality experience and professional care. In working with us, not only do you have access to great financial minds and revolutionary technology, but we house a team of professionals who share a commitment to doing the right thing for our clients, knowing that people matter, while holding ourselves to the highest of standards.
Putnam Investments is a global money management firm with 75 years of investment experience. Our broad range of investment products includes advisor-sold mutual funds; 401(k)s, IRAs, and other retirement plans; variable annuities; and institutional portfolios. Putnam 529 for America is sponsored by the State of Nevada, acting through the Trustees of the College Savings Plans of Nevada and the Nevada College Savings Trust Fund. Anyone may invest in the plan and use the proceeds to attend school in any state. Before investing, consider whether your state`s plan or that of your beneficiary offers state tax and other benefits not available through Putnam 529 for America. If you withdraw money for something other than qualified higher education expenses, you will owe federal income tax and may face a 10% federal tax penalty on earnings. Consult your tax advisor. Putnam Retail Management, principal underwriter and distributor. Putnam Investment Management, investment manager.
Penny Gabrieau & Associates is a Windsor, ON-based company in the Financial Services sector.
BSI Consultants - A Menke Group Company is a Las Vegas, NV-based company in the Financial Services sector.
Freedom 55 Financial - Henry Griffioen is a London, ON-based company in the Financial Services sector.