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Who are the target clients for CWR Financial Services, LLC?

April 26, 2017clients cwr Financial Services LLC target

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Who are the target clients for CWR Financial Services, LLC?

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A. CWR targets the middle income client, from newly married to retirement. Realizing that financial planning is a life long process, CWR is positioned to be able to provide goal/need based planning services throughout the client’s wealth accumulating life cycle.