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Balsam Capital Group
 
 
Overview: 

We are proud to be an independent financial advising firm that focuses on client goals, not product sales. After 16 years and multiple economic cycles, we continue to successfully grow and manage the wealth of our clients. As a fee-based firm, our priority is your financial health.
At Balsam Capital Group, we believe everyone deserves access to quality wealth management solutions that allow them to focus on the core areas of their personal lives with greater security and peace of mind. With comprehensive care and counsel, we get our clients to and through retirement.


 
 
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