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Company details
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James V. Cipriotti, AIF®, has been serving his clients in the greater Philadelphia and southern New Jersey area for over 26 years. As an Accredited Investment Fiduciary, James always puts the best interests of his clients first. By taking a comprehensive approach, James looks at all aspects of his clients’ financial portfolio to help develop a detailed strategy for the future. James can be heard on 1210 WPHT every Saturday at 9AM and Sunday at 5PM as he hosts the Freedom to Retire radio show. On each hour-long broadcast, he teaches his listeners techniques on how to prepare for their retirement by means of planning for how to potentially maximize their Social Security benefits, how to prepare for monthly income from their investments during retirement, how to better utilize the Roth IRA, Roth 401(k), and Roth Conversion. He also spends time teachinghis listeners about the importance of taking steps towards positioning their retirement years towards maximum tax-efficiency.
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150 N. Radnor Chester Rd, 19087, Radnor, United States
- retirereadyfg.com
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