Broker Check

1625 East Shaw
Suite 130
Fresno, CA 93710

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Don Milligan, EA | Tax Accountant & Justin Poore, MBA, IAR | Financial Planner

(559) 227-1530

 

Products & Services

Investments*

  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Variable Annuity

Financial Services

  • Retirement Plans*
  • Tax Plans
  • 401(k) Planning*
  • 403(b) Planning*
  • College Plans*
  • Estate Plans
  • Profit Sharing Plans*

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

Political Services

  • Federal Campaigns 
  • Financial Management 
  • FPPC Filings
  • Secretary of State Disclosure Reports

*These services are offered by Don Milligan thorough his affiliation with HD Vest: