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From Arbor Wealth Advisors

Aaron Andreas has worked with dozens of current and former CEOs, CFOs, and other executives of Fortune 500 companies. I am skilled at navigating your specific problems and issues, like 10b5-1 plans and 83(b) elections for executives, as well as Medicare IRMAA thresholds, qualified charitable distributions (QCDs) from an IRA or 401(k), and cash flow planning for retirees. As a fiduciary, my investment advice and actions must be in your best interest. Iā€™m obligated to disclose any conflicts of interest.

Hours

Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed

Arbor Wealth Advisors

101 W Big Beaver Rd Suite 1400, Troy

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