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Deborah A

Series 63, Series 65, Series 66

Gonzales, LA

IP Financial Advisory Services LLC

Deborah Anselmo is a financial advisor with IP Financial Advisory Services LLC and holds Series 63, 65, and 66 licenses. She has 30 years of industry experience and previously worked at Brian Low Financial Group and Centaurus Financial INC. In addition to her advisory work, she is a notary and operates The Anselmo Group, LLC, a marketing and branding business. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, and consulting services. The firm uses a range of analytical approaches and provides access to third-party managers, focusing mainly on non-high-net-worth investors and retirement plan participants.

Business succession planning Charitable giving & philanthropy Income planning Long-term care insurance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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