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Napa Valley Financial, CA Insurance License #OB12740 Mark C. Richmond License #4101023 Cody A. Barclay

Office: (707) 603-2663

Fax: (707) 255-1860

1795 Third Street

Napa, CA 94559

CA Insurance Lic. #OB12740

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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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Copyright 2023 FMG Suite.

Cody Barclay and Mark Richmond are Registered Representatives with, and Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Napa Valley Financial, a DBA of Advisor Resource Council. Advisor Resource Council and Napa Valley Financial are separate entities from LPL Financial. Mark Richmond offers Retirement Plan Consulting Program advisory services through LPL Financial, a registered investment advisor. Member FINRA/SIPC.