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  • Thank you for taking the time to complete this secure and confidential questionnaire. This information will help to facilitate our first meeting. I look forward to meeting with you in person. Please do not hesitate to contact me with any questions.

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    What are you looking to accomplish most by working with a Financial Planning and Wealth Management firm?


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    We are committed to helping you meet your ongoing financial needs and providing you with the highest level of personalized service.
    I look forward to meeting you.

    With thanks,

    David Rosell