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Retirement Team and Retirement Portfolios

EST. AUM
$290,000,000

CONTACTS
1

CLIENT ACCOUNTS
253

Firm Details

Metro area Wichita
CRD Number 330289
Website kansasretirementteam.com
Client types

Overview

Retirement Team and Retirement Portfolios, LLC are separate from World Equity Group, Inc. The company offers general information on tax minimization planning, but this is not intended to assist in avoiding taxes or penalties. Clients are encouraged to seek guidance from an independent tax advisor for advice tailored to their specific situation, as tax laws may change and vary based on individual circumstances. Investments carry risks, including the possibility of losing principal.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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