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As an Independent Financial Advisor, my priority is my clients. I have the freedom to offer unbiased advice and a vast array of financial products and services. My mission is to work closely with my clients to create a comprehensive wealth management plan tailored specifically for them, and then continue to serve their investment needs as they change throughout their lifetime.

Alison Morris, Independent Financial Advisor

Amanda Gallatin, Client Services Manager

Office: (419) 502-4333

Fax: (419) 502-4330





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