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Business Page


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Impact Advisors Group

Tax & Financial Services

Markets served


Nationwide

Except the following states:

Louisiana
New York

Licenses, Designations or Certificates


CPA/PFS

More ways to connect


About us


Financial Planning specialized for Real Estate Investors and your unique needs; not your traditional advisor.

We are a boutique firm that provides personalized services to help you build and protect your wealth all while creating the life you want for you, your family and your business.

Specialties


Financial Planning

Fee-Only
Retirement Planning
Estate Planning
Budgeting
Debt Management
Wealth Management
Insurance Planning

Reviews (0)


0 Reviews

Our Team


Jonathan Bock
Tax & Financial Services