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Jim Palka (Verizon Retiree)

Meet Jim, a retiree from Verizon. In this video, Jim shares his decision to finally retire from Verizon and his experience in working with us to help him take care of the retirement process.

Talk with an advisor.

Engage with a qualified partner for financial guidance built on loyalty, empathy, and integrity.

Talk with an advisor.

Engage with a qualified partner for financial guidance built on loyalty, empathy, and integrity.