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Wharton Investment Consultants

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"IN THE ROOM | SAVE THE DATE FOR 6/17, 9/9 & 12/9"

Mark your calendar! Stay tuned for more details. https://www.youtube.com/watch?v=z1wEnHuFd3A
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Virtual Financial Advisor

Stuart has announced he intends to service his existing and new clients virtually.   He has clients in States all over the country and the level of service they receive is no different to that received in offace to face meetings, only no need to leave the comfort of your home. That means no commuting, no babysitter and flexible meeting times. Being virtual means you do not have to drive, in traffic, to our office. You can meet with us on your lunch break at work, from your couch a
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