MutualFundReporter.com
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MFR Home
Description
We Are Your Financial Advantage
The Spiess/McGlade Team helps you achieve peace of mind by providing trusted advice and designing personalized solutions to help you meet your financial goals.
We achieve this by following a Disciplined Investment Philosophy and through the implementation of a Personalized Plan based on information you provide about your needs and goals.
Our team of experts draw on the experience of our firm, founded in 1921, and follow our motto of Building Relationships for Life. We recommend and monitor professional money managers who provide tax and cost effective investment solutions. We maintain our reputation and high level of client loyalty by providing excellent service and by doing what is right for our clients.
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