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Manhattan, New York City

+15875707493

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avalongroupinvestment.com offers a full range of investment advisory, banking and lending products and services through its subsidiaries.

Brokerage services for avalongroupinvestment.com are provided by third-party broker-dealers, all of which are registered Members FINRA/SIPC. To identify your broker-dealer, please contact us at [email protected]. We do not endorse or guarantee any third-party product, service, information or recommendation.

Important Information from avalongroupinvestment.com

Please consider your objectives before investing. Past performance does not guarantee future results. Investing involves risk, and there is the potential for loss with any investment, including the loss of principal.

Model investment portfolios are developed, maintained, and approved by the avalongroupinvestment.com Team. avalongroupinvestment.com will rebalance your portfolio to approximate your target portfolio. Investment outcomes and projections are forward-looking statements and are hypothetical in nature.

Free credit balances provide liquidity and preservation of capital. You may have selected to have any cash in your account held in an FDIC insured interest-bearing bank account at one or more banks participating in your broker-dealers’ cash sweep program.

avalongroupinvestment.com may provide clients with advice regarding minimizing taxes related to investments in certain situations. However, this advice may not be comprehensive for all potential situations. Where specific tax or legal advice is necessary or prudent, avalongroupinvestment.com recommends that you consult with your own tax or legal counsel.

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