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STRATEGY SESSION QUESTIONNAIRE

Let Us Know A Bit About You

Before Our Meeting

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This Questionnaire Must Be Completed

For Us To Reserve Your Strategy Session

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© COLLINS LAMBERT, LLC.

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All Rights Reserved.

 

DISCLOSURES

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Securities and advisory services offered through LPL Financial, a Registered Investment Advisor and Member FINRA/SIPC.

 

LPL Financial registered representatives associated with COLLINS LAMBERT, LLC may only provide counsel to clients and/or prospective clients where COLLINS LAMBERT, LLC and/or its representatives are qualified and properly licensed to do so, or exempt from licensure, and therefore may only discuss and/or transact securities business in the following states:

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AZ, CA, CT, DC, FL, GA, IA, IL, IN, MA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, RI, SC, TX, VA

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Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect entirely against loss in periods of declining values. Opinions expressed herein are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult with your trusted financial, tax, and/or legal professional(s) before implementing any strategies related to your financial life.

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The COLLINS LAMBERT, LLC web site is limited to the dissemination of general information pertaining to our integrated wealth management services and other general information we believe would be of interest to our clients and friends of our firm.​

 

The information contained within this web site shall not be construed as offering or disseminating specific financial, retirement, estate, asset protection, tax, legal and/or any other advice; shall not be construed as an offer to sell, or a solicitation to buy regulated securities; and shall not be construed as creating a professional to client relationship by virtue of your access to this web site. No advice may be rendered by COLLINS LAMBERT, LLC unless a client service agreement is in place.​

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This site is not a part of Facebook website or Facebook Inc.  Additionally, this site is NOT endorsed by Facebook in any way.  FACEBOOK is a trademark of FACEBOOK, Inc.

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PRIVACY POLICY

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TERMS AND CONDITIONS

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Headquarters:

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100 Corporate Drive, Suite 101

Lebanon, New Jersey 08833​

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GET DIRECTIONS


(908) 366-7630  |  Telephone

(800) 769-6590  |  Toll Free

(908) 366-7639  |  Fax

info@collinslambert.com  |  Email

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Branch Office:

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35 Smull Avenue

Caldwell, New Jersey 07006

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GET DIRECTIONS

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(973) 226-3111  |  Telephone

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Not Located Near An Office?:

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Did you know that you can meet with a COLLINS LAMBERT wealth advisor in the way that works best for you?  With clients all across the country, our consultations can be held in person, telephonically, and/or virtually as schedules and proximity permit.  Reach out to us today!

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