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Everest Retirement Planners is a team of four financial advisors with offices across the country.

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Office: 973-586-6558

549 West Main Street

Rockaway, NJ 07866

everest@retirewitheverest.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2023 FMG Suite.

Jim Baadshaug, Arturo Burgueno, Randy Deaton, and William "Bill" Romeo, are investment advisor representatives of, and securities and advisory services are offered through USA Financial Securities Corp., Member FINRA/SIPC. A registered investment advisor located at 6020 East Fulton Street, Ada, MI 49301. Everest Retirement Planners is not affiliated with USA Financial Securities Corp.

Jim Baadshaug, Arturo Burgueno, Randy Deaton, and William "Bill" Romeo, are authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: (Jim- FL;NJ;SC;UT;VT) (Arturo- TN;TX) (Randy- KY;SC;WI) (Bill- CA;GA;MO;NC;NJ;NY;SC). For investment advisory services these states include: (Jim- DE;FL;NJ;PA;SC;TX) (Arturo- TX) (Randy- FL;IL;IN;KY;NC;OH;SC;WI) (Bill- CA;GA;MA;MO;NC;NJ;SC).