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M&T Financial Group

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As a trusted financial planning firm based in Southern California but licensed in several other metropolitan areas, including Atlanta and Detroit, your future will be protected with M&T Financial Group. We look forward to discussing your financial goals and aspirations. Let us help you set sail on your retirement journey and make your dreams a reality- making your retirement years your best years. Schedule an appointment by calling our office or filling out the form below to review your current plan or for assistance with any of our provided financial services.

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Financial mistakes near retirement are much more costly than when you are younger. Here at M&T Financial Group, we focus on helping pre-retirees minimize their financial mistakes. We are here to prepare for your best years alongside you. Additionally, we offer post-retiree financial planning because your future deserves to be secure. A second opinion from us is only a call away.

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