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FDIC-Insured - Backed by the full faith and credit of the U.S. Government
Joshua Lartch
Wealth Advisor
CFP®, CPA | Series 66 & 7 Licenses
What I Specialize In
- Advisory & Wealth Management
- Employee Retirement Accounts
- Financial Planning
- Life Insurance, Long-Term Care
- Retirement Planning
- 401K Transition
My Locations
Lobby Hours Mon–Thu: 9am–4pm, Fri: 9am–5pm | Sat–Sun: Closed
Drive-Up Hours Mon–Fri: 8:30am–5pm | Sat–Sun: Closed
About Joshua Lartch
Josh Lartch is a valued member of Frandsen Investment Services, where he is dedicated to helping community members feel confident in their financial decisions. As a CFP® professional and licensed CPA, Josh integrates his extensive experience in tax planning and tax return preparation into the development of tax-efficient financial strategies and investment decisions. He takes a proactive, consultative approach to understanding each client’s time horizon, risk tolerance, liquidity needs, and inve...
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