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Geoffrey Schaefer

Wealth Advisor at Intergy Private Wealth

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Geoffrey Schaefer helps clients improve their financial decisions through smart financial plans that focus on wealth accumulation and risk mitigation while allowing the human side of advi...

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INTERGY PRIVATE WEALTH

INTERGY PRIVATE WEALTH

  • description Description
    Intergy Private Wealth was founded in 2021 by Mark Perrault, CFP, RICP, MBA, and Charlie Dunn, CFP, RICP, whose partnership began formally in 2016. At the launch of our firm, Mark and Charlie...

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  • Employees count Employees 1-10
  • Revenue Revenue 1 Million to 5 Million
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Answer: Geoffrey Schaefer works Intergy Private Wealth located at 13 S Tejon St, Springs, Colorado, 80903, United States

Answer: Intergy Private Wealth's Wealth Advisor is Geoffrey Schaefer

Answer: Geoffrey Schaefer contact details:

  • Phone number  :  (***)-***-****
  • Email  :  g****@intergywealth.com

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