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2024 Year in Review


Click here to read our year in review


As we close the chapter on 2024, we reflect on a year defined by growth, innovation, and strengthened partnerships. Our team remained focused on delivering exceptional value to clients through tailored financial solutions and unwavering dedication. By embracing new opportunities and fostering collaboration, we upheld our commitment to empowering individuals and businesses to navigate complex financial landscapes with confidence.


This year, we prioritized thought leadership and education, providing insights that addressed emerging challenges and opportunities in financial security and planning. Through a blend of cutting-edge strategies and personalized service, we reinforced our reputation as trusted partners, consistently delivering solutions that align with our clients' evolving needs and goals.


Looking forward, we are energized by the opportunities ahead and remain dedicated to building on this year’s successes. With a steadfast focus on collaboration, innovation, and excellence, we are committed to achieving even greater milestones in the coming year and continuing to make a meaningful impact for those we serve.


Explore our 2024 Year in Review by clicking the image above or the button below.



 
 
 

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Insurance services provided by SBSI, Inc.

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Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services may be offered through Kestra Advisory Services, LLC (Kestra AS). NFP Insurance Solutions is a marketing name and platform used by affiliated and nonaffiliated companies, including but not limited to SBSI, Inc., using the services of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP Corp.  PartnersFinancial is a division of NFPISI. Kestra IS and Kestra AS are not affiliated with SBSI, Inc. or NFP Corp. Kestra IS, Kestra AS, and NFP Corp. and its subsidiaries do not provide tax or legal advice and are not Certified Public Accounting (CPA) firms. Not all professionals listed on this site are licensed to offer securities or Investment Advisory Services. Investor Disclosures 

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This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872. 

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