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  • Published Date

    March 14, 2019
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Don't Fire Your Broker! ...w e'll do it for you AAROCKWOOD WEALTH MANAGEMENT Investment Advisory & Financial Planning for Prosperous Individuals & Their Families Early on you may have been encouraged to invest with one of the large banks or brokerage houses. But now you're at a point where the size of your wealth requires an independent, professional viewpoint. As Fee-Only, independent financial planners, we are free of the conflicts of interest and compromises that characterize many Wall Street firms. We put our clients first and have an unwavering fiduciary commitment to ensure that every recommendation we make is in our clients' best interests. Can your broker say that? 267.983.6400 www.RockwoodWealth.com New Hope, PA