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Troy Bennett

Mr. Bennett provides financial management and investment advisory services to corporations and individuals, and consulting and investment advisory services to company retirement plans. Troy combines his investment strategies with client’s tax considerations.

Services

Investment Advisory Services - Financial Planning - Estate Tax Planning - Comprehensive Financial Analysis - Comprehensive Portfolio Analysis

 

Fee Based Brokerage Accounts - IRA - Roth IRA - Rollover IRA - SEP IRA - SIMPLE - Individual 401(k)

 

401(k) - 403(b) - Defined Benefit Pension Plans

 

Annuity and Life Insurance Analysis and Counseling

Student Loan and Mortgage Debt Counseling

Connect

 

 

‹TEL:

541-282-5844

ADDRESS:

705 Norfolk Dr.

Temple, TX 76502

 

‹EMAIL:

tbennett@ifgrr.com

Click Here to Log In to Your Account

Our Financial Org # is 5HQ

Beauty. Dreams. A Future.
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Troy is located at 705 Norfolk Dr. in Temple, Texas. We have relocated from Southern Oregon to take advantage of Texas' lower cost of living, better tax structure and business climate. Please continue to contact us using the same e-mail address, phone and fax numbers you have always used! We look forward to hearing from you!!

Expertise
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