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Helping you to retire happily ever after

General Info
Teresa Bear helps create sound retirement income and investment strategies for people in or nearing retirement, so that they can have the financial security and independence they deserve. Planning Areas Include: Pre-Retirement & Retirement Planning, Income Planning, Social Security Strategies, Tax Planning, IRA & 401(k) Rollovers, Wealth Accumulation & Investments, Life Insurance, Annuities, Long-Term Care, Transition Planning (due to Job Change, Job Loss, Retirement or Moving to Arizona).
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Location
Two convenient locations in Mesa and Chandler Arizona
Associations
Certified Financial Planner and Certified Public Accountant
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Details

Phone: (480) 503-0050

Address: 4115 E Valley Auto Dr Ste 104, Mesa, AZ 85206

Website: http://www.teresabear.com

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