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R. Terry Platt
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R. Terry Platt
8120 Lakewood Main St., Ste 201
Lakewood Ranch, FL 34202-5066
T: 941.907.0168
TF: 800.247.3011
F: 941.907.9829
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Aligning wealth with purpose this holiday season
During the holidays, giving is often top of mind. Discover how to make it a lasting part of your future plans.
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Estate & Giving
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