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Our experienced financial advisors include CERTIFIED FINANCIAL PLANNER™ practitioners in Farmington, CT, Burlington, MA and Morristown, NJ
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Mark Maurer, CFP®, MBA, president and CEO of LLIS is one such alliance we’ve long maintained – because protecting the wealth you’ve already got against life’s many risks is essential to your total wealth interests
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Ongoing financial planning and portfolio management, with tax planning woven carefully throughout Working virtually across the country, with offices in Farmington, CT, Morristown, NJ, and Burlington, MA
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Mark Maurer, CFP®, MBA, president and CEO of LLIS is one such alliance we’ve long maintained – because protecting the wealth you’ve already got against life’s many risks is essential to your total wealth interests
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