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 About Me


Hi, I'm Edmond Karam!

I offer a broad, multifaceted approach to investment planning.


As a Certified Retirement Counselor (CRC), I am qualified to address clients’ needs, whether through developing a comprehensive investment plan or addressing specific issues within investing, retirement planning, beneficiary planning and risk management/insurance. My  extensive educational and professional credentials are strong foundations to provide clients with sound advice.

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Contact us today to schedule a confidential, no-obligation consultation and take the first step toward achieving your goals.

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