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179 Sully's Trail, Suite 301
Pittsford, NY 14534
P 585.419.2270
F 585.419.2265

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How do you rate the success of your current financial advisor(s) with 1 being poor and 5 outstanding?


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	Would you ever consider a second opinion?	Yes No
	Would you like to receive a free confidential analysis of your investment portfolio?	Yes No

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