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The Wharton Financial Group
INVESTMENT ADVISORY SERVICES
We provide professional investment management services to individuals, businesses, not-for-profit institutions, and qualified retirement plans. We help you establish and manage:
- An individual portfolio of stocks and bonds through Bank of NewYork/Mellon and Advisors Capital Management (ACM).
- Equity and Fixed Income mutual funds
- International funds
- Tax free municipal bond funds
- Variable annuities
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