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518-306-5640

Florida

239-766-4092

How We Can Help You
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New York
270 West Circular Street, Suite 1
Saratoga Springs, NY 12866
Phone: 518-306-5640
Fax: 518-306-5645

Florida
4850 Tamiami Trail North, Suite 301
Naples, FL 34103
Phone: 239-766-4092

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Business Continuity Plan
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Investments through RIA are: NOT FDIC INSURED, NOT BANK GUARANTEED, MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL, NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

You may check our firm’s and our individual’s disclosures at the SEC’s Investment Advisor Public Disclosure website.

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