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Mary I

CFP®

Mount Pleasant, SC

Gordon Financial

Mary Ivy is a CFP® professional with 16 years of experience in financial advising. She has been with Gordon Financial since 2015 and operates as the sole advisor at the firm in Mount Pleasant, SC. Gordon Financial provides investment advisory and financial planning services to individuals and non-profit organizations, offering customized portfolio management and financial plans. The firm uses a variety of investment techniques and emphasizes ongoing consultation with tax professionals, with a notable focus on serving charitable and non-profit clients.

General estate planning guidance Wealth management Annuities
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