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1786 Savannah Way

San Marcos, CA 92069

Phone: 7604108500

Mon: 9 AM - 5:00 PM

Tue-Thu: 9:00 AM - 5:00 PM

Fri: 9:00 AM - 4:00 PM

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Office: (760) 410-8500

Mobile: (760) 891-5592

1786 Savannah Way

San Marcos, CA 92069-9526

info@ocarrollinvestment.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). O’Carroll Investment Management/O’Carroll Financial Planning and JWC/JWCA are unaffiliated entities. J.W. Cole Financial Representatives do not accept orders and /or instructions regarding your account by e-mail, voice mail, fax or any alternative method.

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