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“Tony and Beverly have been working with me and my investments for years before I retired.
They are always there to help me if I have any questions and to make sure my investments are
working for me. If I don’t understand something they will go over it until I I get it.
That’s important these days. They make you feel at home in their offices.”
— L.M., Oasis Wealth Design Client
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For over 30 years, we have been
empowering our community to
their wealth to the fullest!