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Below is a listing of our affiliated financial advisors. Click on the advisors name to review the Advisor's biographical information. Click the advisor's email address to send an email. Click on the "Schedule and Appointment" button to set-up a face-to-face meeting online. To review our "Network of Local Financial Professionals", click the link identified as such. If you have any questions, please send an email to our general mailbox at info@65retire.com.
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Financial Planning & Investment Specialist
65RETIRE®
23 Corporate Plaza Drive, Suite 150
Newport Beach, CA 92660
phone: 888-657-3847
fax: 888-369-3647
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Special thanks to Arthur Cooper & David McManus of Cooper McManus for their ongoing support of 65RETIRE®. Our smooth transition to independent, fee-based, financial planning specialists would not have been possible without their valuable guidance and expertise. Experienced stockbrokers and financial planners searching for better ways to serve clients are encouraged to call us. We understand the importance of confidentiality; All discussions are held in strict confidence.
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Cooper McManus
9870 Research Drive
Irvine, CA 92618
phone: 800-516-5333 X104
fax: 800-516-4319
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Cooper McManus
9870 Research Drive
Irvine, CA 92618
phone: 800-516-5333 X105
fax: 800-516-4319
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65RETIRE® Riccio Wealth Management Advisors Cooper McManus
9870 Research Drive
Irvine, CA 92618
phone: 949-338-5518
fax: 949-788-1871
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Jason Werner (click name to read bio)Financial Advisor
65RETIRE® Cooper McManus
9870 Research Drive
Irvine, CA 92618
phone: 949-788-1868
fax: 888-369-3647
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Advisors of 65RETIRE® offer securities through Securities America, Inc., Member FINRA/SIPC, clearing through National Financial Services (NFS), LLC, member SIPC, a Fidelity Investments company. Advisory services are offered through Cooper McManus, a SEC Registered Investment Advisor. 65RETIRE®, NFS/Fidelity Investments, Advisors Asset Management, Inc. (AAM), Envestnet and Cooper McManus are not affiliated with each other or the Securities America companies.
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