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No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.

 

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2017 Form ADV Part II A

2017 Form ADV Part II B, Michael Reid, CFA

2017 Form ADV Part II B, Kevin McVeigh, CFA

2017 Form ADV Part II B, Thomas Costigan, CFP

2017 Form ADV Part II B, Kate Slocum 

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