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Our approach to working with clients is to help them do more, both now and in the future. What sets us apart - as much now as 30 years ago - is our commitment to getting to know our clients and what they want and need, both at the beginning of our working relationship and as their personal and professional lives change or as their businesses evolve. This commitment is reflected in a process that involves regular contact and a client/advisor relationship that is both comfortable and familiar.
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