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Brett Bessine

Wealth Management Officer

Specializes in employer sponsored retirement plans (i.e. 401(k)’s, SIMPLE and SEP-IRAs, etc.), Traditional and Roth IRA’s, 401(k) rollovers and IRA transfers, investment management and administering of portfolios for individuals as well as those of non-profit foundations and endowments, and financial and Retirement Planning 

Email: [email protected]  

Contact: 319-753-9169