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"I am filled with gratitude as God directed me to Capital City Tax where I have had an exceptional encounter with Paul. His attentiveness coupled with his ease to work with has made the experience seam... read more"
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A financial service agent is someone who helps you manage your finances and investments. They can help you save for retirement, invest in stocks and bonds, and manage your overall portfolio. They work with various financial institutions, including banks, brokerages, and mutual funds companies, to provide you with the best possible advice on your money.
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