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Effective URL: https://www.ccainvest.com/
Submission: On August 15 via api from US — Scanned from US
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803-325-1020 Menu * Home * About * Services * Contact HOW TO ACHIEVE FINANCIAL WELL BEING 1. Be clear about what’s important. 2. Seek and apply a range of financial expertise. 3. Enjoy your life while the plan is managed along the way. = = CCA We are an interdisciplinary financial team, serving your holistic economic success. We provide a mix of wealth advising, wealth management, and tax planning that is customized to your needs. CONTACT Continuum Capital Advisory Office: 803-325-1020 Fax: 803-325-1022 1922 India Hook Road Rock Hill , SC 29732 info@ccainvest.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Osaic Form CRS Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Securities offered through Osaic Wealth, Inc., Member FINRA and SIPC. Robert Heckard offers investment advisory services through Osaic Wealth, Inc., a registered investment advisor. Richard Heckard offers investment advisory services through Continuum Capital Advisory, LLC a registered investment adviser, not affiliated with Osaic Wealth, Inc.. Additional advisory services offered through Continuum Capital Advisory, LLC.Neither Osaic Wealth, Inc., nor its registered representatives or employees, provide tax or legal advice. This communication is strictly intended for individuals residing in the states of AL, FL GA, IL, IN, KS, KY, MA NC, OH, PA, SC, TN TX, and VA. No offers may be made or accepted from any resident outside the specific state(s) referenced.