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LIGHTING YOUR WAY TO FINANCIAL SECURITY FOR BABY BOOMERS, SENIORS AND RETIREES

Welcome to Senior Financial Services, LLC

Robert Beloise

Senior Financial Services, LLC is a financial services firm that specializes in working with pre-retirees and retirees. We have offices in Scotts Valley and San Jose. We also offer a complimentary initial one-hour consultation.

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ATTEND OUR SEMINARS

Retirement Seminar
Estate Planning
Tax Strategies
Financial Management

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CAUTION CALIFORNIA RETIREES RISK
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