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We would love the opportunity to become your trusted advisor

Phone: 626.541.9030
Fax: 626.541.9030

Email: info@vinepointwm.com

2700 E. Foothill Blvd., Suite 210
Pasadena, CA  91107

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Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
 
Securities offered through Avantax Investment ServicesSM. Member FINRA, SIPC.
Investment advisory services offered through Avantax Advisory ServicesSM.
 
The Avantax family of companies exclusively provides investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.
 
This information is not intended as specific tax or legal advice. Please consult our firm or your legal professional for specific information regarding your individual situation.
 

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