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Bennett Associates

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Address:
122 S Washington St, Butler PA 16001
50 Pennwood Pl, Suite 200, Warrendale PA 15086
Phone:
724-602-0075
Fax/Other:
724-256-5604
E-mail:
info@bennettawm.com
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Investment Planning

Review of Portfolio Positions
Asset Allocation
Withdrawal Strategies
Stock Concentration
Account Consolidation

Investing involves risk, including the possible loss of a principal investment. Investment decisions made by Bennett Associates Wealth Management may result in a profit or a loss. Bennett Associates will act solely in our capacity as a registered investment adviser and does not provide any legal, accounting or tax advice. You should seek the counsel of a qualified accountant and/or attorney when necessary.

Form CRS | Form ADV Part2A | Wrap Brochure

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