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Forms

Buy Low, Sell Why?

The Cost of Market Timing

Risk Tolerance Questionnaire

Projected Cash Flow Worksheet

Financial Goals Worksheet

Investment Policy Worksheet

Office

239 Lincoln Way E
Chambersburg PA 17201

Hours of Operation

Monday – Friday
8:30am – 5:00pm

Contact Info

P: (717) 267-3572
F: (717) 267-3345

 

Get In Touch

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

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