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Dan Ott & Joe Gass, APMA^®

Saving for College with a 529 Plan

Find out how a 529 savings plan can help you save for college.

LPL Financial Form CRS

The advisors at Unified Wealth Advisors are registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Mariner Independent Advisor Network, LLC, a Registered Investment Advisor. Unified Wealth Advisors and Mariner Independent Advisor Network, LLC are separate entities from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, NC, TX

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