Client Questionnaire | Abundant Wealth Management

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Investment Advisory Services offered through Abundant Wealth Management, LLC Registered Investment Advisor; 700 Canal St. Stamford, CT 06902 203-661-3441. Securities offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; 475 Springfield Ave. Summit, NJ 07901 303-797-9080. Abundant Wealth Management is not affiliated with The Leaders Group, Inc. Free meetings are offered with no obligation and do not establish an advisory relationship. Investment advisory services are provided only through a formal agreement. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Abundant Wealth's website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy.

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