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Ellis Management Services Image of two people sitting and holding hands
Personal & Collaborative Advisement
Wealth Management and Investment Advisor Services
portfolio Management Services
Trust & Estate Admin
Retirement Planning
Family Financial Services
Tax Planning
Our People
Monitor your portfolio investments for quality and performance...more
Identify strategies to reduce potential estate taxes...more
Investment options and education for the future
Record receipts and expenses / federal, state and local taxes...more
Gather and organize tax information for your tax advisor...more
Trained staff offers personal advisement...more
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