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Registered Representative of and securities and investment advisory services offered through Hornor, Townsend & Kent, Inc. (HTK) Registered Investment Advisor | Member FINRA/SIPC | HTK is a wholly owned subsidiary of Penn Mutual. Concord Wealth Management is independent of HTK. | 230 Third Avenue, 6th Floor, Waltham, MA 02451 | Phone: 781-966-2980
HTK does not provide tax or legal advice. Always consult your qualified tax advisor for your personal tax situation or a legal advisor for your own estate planning situation.