Wealth Preservation: Planning to Leave a Legacy

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Valpey Financial Services, LLC

Printed from: www.ronvalpey.com

Ron Valpey CFP®, AIF® CERTIFIED FINANCIAL PLANNER™ professional, ACCREDITED INVESTMENT FIDUCIARY™

Ron is an Investment Advisor Representative of Valpey Financial Services, LLC, a Registered Investment Advisor

*Please note that we have a minimum fee and our services are generally most cost effective for accounts over $500,000.

Regardless of your account size, we are happy to offer a complimentary consultation.

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