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Retirement

Retirement Traps to Avoid

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As fiduciaries, our client's interests always come first. We uphold the highest levels of integrity and professionalism. We serve our clients the way we would want to be treated. Financial health comes by working together as a collaboration between our team and your family or business partners. We will always respect your choices and provide full transparency and responsive concierge services.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2022 FMG Suite.

CLICK HERE FOR A COPY OF THE PATRIOT FINANCIAL GROUP RELATIONSHIP SUMMARY (FORM CRS.)  Free and simple tools are available to research firms and financial professionals at INVESTOR.GOV/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing.

Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Riverside Wealth Management. Riverside Investment Services, Riverside Wealth Management and Securities America are separate entities.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein.  Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration.  Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

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Riverside Investment Services

Office: (860) 314-0423

10 Main Street. 4th Floor

Bristol, CT 06010

Emily@RiversideAdvisor.com

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