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Bobbie Goldstein, CFP®

Merrill Lynch

48 Pourtales Rd
Colorado Springs, CO 80906
Phone: (719) 630-6072
Fax: (719) 475-8300

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Household Income Minimum: $75,000
Investable Asset Minimum: $50,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

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