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New Aspect Financial Services, LLC

How an Advisor Saved a Winemaker From Disappointing His Workers

Karin Alvarado of New Aspect Financial Services also tells ThinkAdvisor about helping a foster care facility avoid layoffs.
Despite challenges posed by the ongoing trade war with China, along with wildfires and other climate change related problems, the Napa Valley, California, area had been doing just fine for the most part thanks to the strong tourism industry driven by local wineries, according to Karin Alvarado, a managing partner and financial advisor at boutique hybrid financial services firm New Aspect Financial Services.

Thank you to our New Aspect clients, friends, family, and supporters!

Thank you, everyone, for joining us on October 13th for our 4th Annual Client Appreciation Event! Woohoo!

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New Aspect Financial Services, LLC. is licensed to sell insurance in AZ, CA, IL, MA, MI and MN, and is registered to offer securities in AZ, CA, FL, GA, IL, MA, MD, MI, MN, NY, OH and TX. Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Advisor. New Aspect Financial Services, LLC. and Woodbury Financial Services, Inc. are not affiliated entities.

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