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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

 

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Contact

Office: (262) 796-0030
Mobile: (262) 7772984
Fax:(262) 796-1877

mdleist@taxandira.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities and Advisory Services offered through Harbour Investments, Inc. Member FINRA/SIPC

Securities licensed in AL, AK, CA, CO, FL, IA, IL, KY, MI, MS, NY, OH, TX, WI

Advisory licensed in AK, AZ, CA, CO, FL, GA, IA, IL, ME, MI, MN, NC, NY, OH, TX, WI

Michael Leist is Insurance Licensed in CA, license number 0L09863

Harbour Investments Inc. does not offer tax services.

Contact

The Leist Group, LLC
Office: (262) 796-0030
Mobile: (262) 7772984
Fax:(262) 796-1877

500 Elm Grove Road
Suite 200
Elm Grove, WI 53122

mdleist@taxandira.com

FINRA series 6, 63, 65

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