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OUR MISSION AND ETHICAL STANDARDS
  • Our purpose is to meet our client's Financial and retirement planning needs through education, information, and high quality investment services.

  • We are committed to ethical business practices which place the needs of our clients first.

  • We are dedicated to the deepening and expanding our client relationships through excellence in ongoing client services and when appropriate expand our business through referrals from our valued clients.
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5885 Landerbrook Dr. Suite 304 | Mayfield Heights, OH 44124 | (440) 446-1000

Disclaimer: The opinions expressed herein are those of the writer (Forefield Inc.) and may not reflect those of Wunderlich Securities, Inc. or any of its affiliates.  The information herein has been obtained from sources believed to be reliable, but we can not assure its accuracy or completeness.  Neither the information or any opinion expressed constitutes a solicitation for the purchase or sale of any security.  Any reference to past performance is not to be implied or construed as a guarantee of results.

The tax information provided is not intended to be a substitute for specific individualized tax planning advice. We suggest that you consult with a qualified tax advisor.

Securities offered by Wunderlich Securities, Inc. Member FINRA/SIPC

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This communication is strictly intended for individuals residing in the state(s) of AK, AZ, AR, CA, CO, CT, DE, FL, GA, IL, IN, KY, MD, MA, MI, MN, NV, NJ, NM, NY, NC, OH, PA, SC, TN, TX, UT, VA, WA and WV. No offers may be made or accepted from any resident outside the specific states referenced.
 


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