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Appropriate investment allocations and selections can have a major impact on your investments. The problems are compounded when investments are maintained in several different accounts.

Our network of independent financial advisers can provide you with an analysis of your current investment portfolio including stocks, bonds, mutual funds, IRAs and 401(k) accounts. Your Financial Adviser will conduct a portfolio review and provide you with specific buy, sell and hold recommendations based upon an analysis of your risk profile and stated investment goals. Final investment decisions are yours.

Your under no obligation to invest with us and it does not make a difference to us where you maintain your brokerage or retirement accounts.  This includes all national and regional firms including  Fidelity, Charles Schwab, Waterhouse, Prudential, Merrill Lynch, Smith Barney and all other brokerage firms.

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