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Fiduciary ServicesInsurance Services
About Us
With so many options and complex information, making financial decisions isn’t easy. That’s why I’m here to help you understand what's right for you.
Together we can create a strategy that's customized to your needs and goals. I believe that we’re in this together for the long haul, so you can count on me to help manage and update our approach as your life changes.
Highlights
- Protecting Assets with nearly Two Centuries of Expertise
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Helping families and businesses by minimizing taxes and maximizing savings

Rep/Contact Info

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Carla Basile
As a world traveled Air Force Veteran, born in CA and grew up in OH, I understand the importance of integrity, communication and breaking barriers that prevent us from becoming our best selves. Family is important. And it’s important to have those difficult conversations to protect your family, and your business. That’s why I’m here to help make it easier with strategies to include minimizing taxes and maximizing savings.