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Forbes Lists
About Paul Valentine
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Focus Area / Customer Base
Retirement Strategies • Estate & Legacy Strategies • Entrepreneurs & Business Owners • Business Retirement Plans
2024 Forbes Best-In-State Wealth Advisors, published April 2024, research by SHOOK Research LLC, data as of June 2023. Compensation provided for using, not obtaining the rating. The rating is not based on quality of investment advice, investment performance or client feedback.