Mark Matos
The Senior Wealth Manager Who Brings Joy to Financial Planning!
Bonita Springs, FL
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- 15 Following
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0 places updated April 10, 2023
Senior Wealth Advisor with over 15 years of experience providing comprehensive financial planning.
"Get valuable insights and tips on how to make the most of your charitable giving. #charitablegiving #taxplanning #donationbunching #DAF #CRT https://markmatos.net/?p=955"
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· Bonita Springs, United States"All the questions you have about IRAs but were afraid to ask. #Blog ow.ly/NgmNW"
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· Bonita Springs, United States"Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy http://t.co/o6mclcp08y"
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· Bonita Springs, United States"Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.#1035Exchange myf.mg/9KB"
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· Bonita Springs, United States"A home is the single largest financial commitment for most people. What mortgage fits you best? #MortgageOptions myf.mg/njU"
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· Bonita Springs, United States"Shotwell #Occupymars Plan: Develop bigger rockets & spaceships to take people to Mars in 10yr ow.ly/MRnuN"
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· Bonita Springs, United States
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