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As an independent services firm, we can access many different products so that you can get the right products and services you need.
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Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.
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Securities offered through Center Street Securities, Inc. (CSS), a registered Broker-Dealer & member of FINRA & SIPC. Investment Advisory Services offered through Center Street Advisors, Inc.(CSA), an SEC Registered Investment Advisor. The Retirement Strategy Connection and CSA are independent of CSS Advisor. The Retirement Strategy Connection and CSA are independent of CSS.
Please be advised that presently, Michael D. Dose, ChFC holds Series 6 ,7, 24, 63 licenses in CA, IN, FL. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Michael D. Dose, ChFC before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Center Street Securities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.
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