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June 2, 2016

Welcome to Bernardo Wealth Planning: Here’s why  we’re independent

Welcome to Bernardo Wealth Planning: Here’s why we’re independent

If you’re reading this blog post, you are the reason we decided to become an independent firm. Our driving force at Bernardo has always been the benefit of our clients — both financially and personally. We feel that, in today’s financial environment, having complete control…
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This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be suitable for all investors. Bernardo Wealth Planning recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. © 2016 Bernardo Wealth Planning

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