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Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement
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Our clients are people who want to feel
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with their financial resources


Shira Ridge is a Registered Investment Advisor (RIA) firm that offers personalized financial advice and investment management services. We do that by providing a customized financial strategy to acknowledge your unique needs and goals, which is coupled with the commitment of an experienced team, acting as a Fiduciary, putting your best interests first. Our goal is to create a strong, collaborative relationship to help you save, grow, and enjoy your wealth.

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