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Advocacy creates predictable solutions unique to each client. Our analysis results in plans that are customized and based on your needs—not on a choice of pie charts. We provide you an alternative to retail trust and investment products. Let the teams at Advocacy help you get started today.
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Accounts carried with National Financial Services LLC, a Fidelity Investments company.
Advisory services offered through Advocacy Wealth Management, LLC, a registered investment advisor.
Insurance products offered through Forge Consulting, LLC. Trust services provided by CertusBank, NA and other third parties.
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