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Disclosures: Investment advisory services offered through Markle Financial, LLC , (“Markle”) an SEC-registered investment advisor. Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. The investments and investment strategies identified herein may not be suitable for all investors. The appropriateness of a particular investment will depend upon an investor’s individual circumstances and objectives.
Markle Financial, LLC does not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters. Although Markle Financial LLC may take efforts to mitigate taxes through certain planning, there are no guarantees that any mitigation strategies will be successful. View our Form CRS Here.

FORM CRS

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577 PPI Touchscreen

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