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Consultation meeting

Consultation meeting

Hi,

Please choose a time that works best for our consultation meeting. A Zoom link will be included if you select a virtual meeting.

To ensure we can provide a high level of service and continue supporting our community, Homestead Wealth Management is generally best suited for households with investable assets of $500,000 or more.

Thank you

Jarret Rodriguez ChFC, CIMA
Jarret Rodriguez-Conklin is a Registered Representative with LPL Financial, and securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.