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Bridging the Gap

Between industry news and personal experience.

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Investment advisory services offered through Mutual Advisors, LLC DBA Vision Wealth, a SEC registered investment adviser. Securities offered through Mutual Securities, Inc., member FINRA/SIPC . Mutual Securities, Inc. and Mutual Advisors, LLC are affiliated companies. CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP® (with flame logo) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

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