SPECTRUM WEALTH PARTNERS

Tax and taxation planning, advice, information and consultancy services

Financial services, namely, wealth management; financial planning; insurance consultation; business succession planning; financial planning in the nature of college savings planning; financial planning in the nature of employee benefits planning; financial planning; executive financial planning; financial planning services, namely, developing and managing charitable giving programs; investment planning in the nature of financial planning; 401(k) planning in the nature of financial planning for retirement; estate planning; insurance agencies in the fields of health, life, disability, and long term care