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Rick Halperin, MBA, CPA

Axxcess Wealth Management, LLC

[email protected]
(619) 204-2809

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About Us: Axxcess LINK is a service mark of Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor serving small business clientele. Axxcess provides advice to business owners on a range of topics including capital formation, risk management, diligence and sourcing of investment managers, and fiduciary best practices.