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Morris Mete, CFP<sup>&#174;</sup>, ChFC<sup>&#174;</sup>, CASL<sup>&#174;</sup>

Morris Mete, CFP®, ChFC®, CASL®

Managing Director

morris_mete@cfsllc.com

Office: 860.677.2600


   




The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.
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Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
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Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian