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529 Expert, LLC

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United States

Founded in

2017 (8 Years)

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Get to know 529 Expert, LLC

Founded by college savings industry expert Paul Curley, 529 Expert, LLC is a specialized consulting firm that provides strategic guidance to financial institutions. Its mission is to help asset managers, state governments, and broker-dealers to build, manage, and refine their 529 and ABLE savings plan products. The firm focuses on business-to-business (B2B) services, offering expertise in product development, market analysis, and distribution strategies rather than advising individual consumers.

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  • Financial Financial AdvisementPRIMARY
  • Financial Other Service

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