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Tully & Co. Investments, LLC

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Tully & Co. Investments, LLC

Mission statement:

Investment leadership tailored to maximize the financial potential of our client long term.

Overview:

At Tully & Co. Investments the underlying principal is to provide our clients with investment leadership to maximize the long term financial potential for each client.

In an ever changing financial services industry, we believe that our clients deserve and should expect to receive a high level of personalized, state-of-the-art service. We realize that we are not only working with our client's financial future, but their personal wishes, hopes and dreams for themselves and their families.

Vision:

Tully & Co. Investments will continue to grow and expand into a regionally renowned investment company specializing in innovative investment management to high net worth individuals and corporations.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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