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Client Annual Review

As per regulatory requirements for existing clients.

  • 1 h
  • Phone/ Zoom

Service Description

Each client is required to meet with their advisor annually to update risk tolerance according to changes in financial condition and market risk.


Contact Details

+ (917) 701 5231

lbrecken@charlotteconsultantservices.com

657 Santolina Ct, Waxhaw, NC 28173, USA


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