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FINANCIAL PLANNING

INFORMATION CENTER

2520 N. Santiago Blvd
Orange, CA 92867

Phone: (714) 831-1515 x 123

Fax: (714) 453-4040

Email: melissa@iretireinstyle.com

CA Insurance Lic #: 0C56086

LPL Financial Form CRS

Securities and Advisory Services Offered Through LPL Financial A Registered Investment Adviser. Member FINRA / SIPC

The LPL registered representatives with Melissa Levin Insurance Services may only discuss securities or transact business with persons who are residents of AZ, CA, CO, FL, ID, IL, IN, MD, MT, NM, NV, NY, OR, RI, TX, UT, VA, WA, WY.

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.