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Concierge Insurance Questionnaire

IDENTIFY YOUR GOALS & FINANCIAL SITUATION
 

Kindly complete our Client Questionnaire below.

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Plans tailored to you.

Not to an agenda.

 

Kindly complete our questionnaire below.

The investment professionals at Lax & Company, LLC are registered representatives with, and securities and advisory services offered through, LPL Financial, a registered investment advisor. 

Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states and localities: Arizona, California, Connecticut, District of Columbia, Florida, Illinois, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Texas, Washington, West Virginia.  

Life insurance, financial planning, insurance planning 3616 Post Road Warwick, RI 02886

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