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If
you are interested in financial planning, this detailed questionnaire
will provide me with the information I need to assist.
- Before a
complimentary initial meeting, I would like you to obtain as much
Fact Finder information as possible. Visit this link for a list
of Fact Finder
information.
- If you have
attorneys, accountants or other financial service providers that
Edwin Lane Financial Services needs to communicate with, please
open and complete this Authorization
Form.
- Washington
Society of CPA January 2006 article
about S corporations.
- I was featured
in this October 2005 Forbes
article.
- As founder
and president of the Northshore Performing Arts Center Foundation
I invite you to explore our website
and purchase tickets to our performances. I'll see you there!
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Edwin
Lane Financial Services, LLC
P.O. Box 82222, Kenmore, WA 98028
Office:
425-483-6105 Cell: 206-679-4039 Fax: 425-483-1317
email: neil@edwinlane.com
Securities
offered through fsic, 701 5th Ave., Ste 6870, Seattle,
WA 98104 206-386-5475
©
2005 -Edwin Lane - All rights reserved
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