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Our approach to client relationships is what has made Minis & Company a trusted wealth management and investment partner throughout the years. In this difficult market environment, our current clients and new clients seek our advice for building investment strategies and portfolios that meet their unique financial needs.
— Mark Allen, CEOLearn About Our Team »
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If you give away money or property during your life, those transfers may be subject to federal gift and estate tax and perhaps state gift tax.Read More