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Gabe Lapito
Owner/Financial Advisor at Strategic Retirement Plans
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Work Experience
Owner/Financial Advisor
Mar 2007 - Present · 17 years and 9 months
Audit Associate
Jan 2006 - Mar 2007 · 1 years and 2 months
Company Details
We are a holistic financial planning firm that partners with our clients to help create steams of income in retirement. Our goal is to fully understand the retirement dreams and goals of each individual and to be passionate stewards of those dreams and goals with integrity and excellence. At Strategic Retirement Plans we do not have clients, we have family. Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser. Terms of use: http://www.commonwealth.com/termsofuse.html
Year Founded
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Social Media
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Industry
Financial Services, Elder Care, Mental & Behavioral Health
HQ Location
12 Avanta Way Suite 1 Billings, MT 59102, US
Keywords
Financial PlanningEstate PlanningTax PlanningInsurance PlanningInvestment PlanningRetirement PlanningWealth BuildingIncome PlanningSocial Security PlanningHealthcare Planning
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