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BML Wealth Management
Jordan Lisnock's Company Details
BML Wealth Management is an independent financial firm whose mission is to provide pre-retirees and retirees a common sense approach to retirement planning. Our primary focus is making sure our clients receive the income they need in retirement while protecting their assets. At BML Wealth Management, we offer you the following services:Retirement Income StrategiesWealth AccumulationAsset ProtectionAnnuitiesLife InsuranceTax Minimization Strategies Long-Term CareIRA & 401(k) RolloversInvestment Advisory services offered through Cooper Financial Group, an SEC Registered Investment Advisory firm. Cooper McManus is not affiliated with West Wealth Group, LLC. Investment advisory services may also be offered through West Wealth Group, LLC, an SEC Registered Investment Adviser. Insurance Services are offered through BML Wealth & Insurance Services, California Insurance License #0M15550.