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15 Years
Srinivas
I am one of the most distinguished Financial & Taxation Services in San Jose, CA. I specialize in Estate Planning, Financial Planning, Investment Management, Long Term Care Insurance, Retirement Planning, Tax Consultants Services, and Risk ManagementAs a financial executive with extensive experience in the industry, I am dedicated to helping businesses and individuals achieve their financial goals and maximize their financial well-being. Throughout my career, I have honed my expertise in areas such as life insurance, investing plans, annuities, retirement planning, and estate planning.
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