We have a team of professionals to help you with all your Financial Planning and Investing needs.
Paul Levin, CFP®, ChFC®, RICP®
Retirement Income Certified Professional®
paul@retirementrefined.com
Financial Advisor
john@retirementrefined.com
Executive Assistant
This communication is strictly intended for individuals residing in the states of CA, DE, FL, GA, HI, NC, NJ, NY, PA, VA, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
