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Working with Financial Documents

Investment advisory services offered through Mutual Advisors LLC DBA OASIS Advisers, an SEC registered investment adviser.


Oasis Advisers, nor any of its members, are tax accountants or legal attorneys and do not provide tax or legal advice. For tax or legal advice, you should consult your tax or legal professional.

CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’’s initial and ongoing certification requirements.

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