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Money Strategies Consultation
Money Strategies will schedule phone or in-person (where possible) consultations to discuss establishing a new money management
or planning relationship free of charge. This consultation is limited to one hour and is held at MSI’s discretion.
Because of the time commitment involved in such consultations, MSI requires that a Personal Investor Profile be completed in detail and
returned for review prior to the consultation. This serves to focus all parties involved and maximize the productivity of the call. The
profile is available for complimentary download in the right menu for your review and personal use.
If you would like more information regarding a consultation, please contact us via email at
info@moneystrategiesinc.com or by calling our
office between 8:30 AM and 5:30 PM ET at (800) 369-5759.
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