ShortFinancial
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Categories
Financial Services
About Us
The single most important ingredient of your long-term financial success is working with an Investment Advisor you can trust to develop a comprehensive wealth plan – one that’s tailored to your specific goals and helps you grow and preserve your wealth.
Whether you’re just beginning your financial journey or planning a legacy for generations to come, we can help you reach your destination with confidence and peace of mind.
Rep/Contact Info
Shannon Parsons
Licensed Assistant, Client Service Associate
Curtis Porter, B. Comm (Co-Op), CIM®
Senior Portfolio Manager, Senior Wealth Advisor Insurance Advisor, iA Private Wealth Insurance*
Larry Short, B. Comm., CPA, CIM, CFP®
Senior Portfolio Manager, Senior Wealth Advisor Insurance Advisor, iA Private Wealth Insurance*
Kimberley Short, CIM®, CFP®, FCSI®, MFA-P™, TEP
Senior Portfolio Manager, Senior Wealth Advisor Insurance Advisor, iA Private Wealth Insurance*
Tiffany Tucker
Licensed Assistant, Client Service Associate
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