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Downtown Office

101 N Main St, Suite B (rear)
Bluffton, OH 45817

Useful Links

We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know. 

Featured Content

The Latte Lie and Other Myths

Do you know these three personal finance sayings?
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Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
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Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.
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