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The Monteverde Group, LLC- Jason C. Haswell

(304) 905-0641 2001 Main Street, Suite 402, Wheeling, WV 26003 M-F 9am-5pm, Sa-Su Closed Official site

Categories: Financial Planning

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Jason has 19 years experience in the investment and financial planning industry. Specifically, he has extensive experience in investment management, estate planning, and retirement planning. He works closely with estate planning attorneys and CPA's to develop strategies for the preservation and transfer of wealth for high net worth individuals. He also has extensive experience in business succession and legacy planning.

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