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Notes

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Confidential professional and client references provided upon request.

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$40,000,000 investment portfolio under active supervision by WESBAN consultants.

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Clients in ten states and overseas.

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Comprehensive counsel includes: savings, retirement plans, tax management, cash management, income shifting, 529 plans, tax free gifting, planned giving, trusts, estates and IRAs.

 

 

© 2008 WESBAN Financial Consultants, P.C.