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Other Services
Our wealth management services are designed to be able to work with you on all aspects of your financial life. For that reason we have established strategic alliances with:
  1. CPA's for tax planning and tax preparation services

  2. Attorneys for a will, living will, trust, litigation and business law.

  3. Insurance professionals for excellent life, disability, health, and long term care insuarance.

  4. Insurance professionals for competitive personal and business property, casualty, and liability insurance products.

  5. Real estate services including real estate brokerage, mortgage loans, title and appraisal services.

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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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