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Page 1ORGANIZER20131040USClient Information Rogers Financial Services 2895 Beavercreek Rd Ste 200 Oregon City, OR 97045 Telephone number: (503) 6557153 Fax number: 5036557181 Email address: Greg×CRASIC.com1 Tax
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Gather all the necessary financial documents and information such as income statements, bank statements, and credit history.
02
Visit the official Rogers Financial Services website or branch.
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Request the required forms for filling out the financial services application.
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Carefully read and understand the instructions provided.
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Fill out the forms with accurate and up-to-date information.
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Ensure you provide all required supporting documents as specified in the application forms.
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Submit the completed application along with the supporting documents to Rogers Financial Services.
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Wait for the approval process to be completed.
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Agree to the terms and conditions, if acceptable, and sign any necessary agreements.
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Follow any additional steps or requirements provided by Rogers Financial Services to fully activate the financial services.

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Individuals who require financial assistance to meet personal or business needs.
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People looking for reliable and trustworthy financial solutions provided by a reputable institution.
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Rogers Financial Services is a company that provides financial services such as investment advice, retirement planning, and wealth management.
Individuals or businesses that use the services of Rogers Financial Services and have financial transactions with them may be required to file certain financial documents.
To fill out Rogers Financial Services forms, you will need to provide information about your financial transactions, income, expenses, and any other relevant financial data requested by the company.
The purpose of Rogers Financial Services is to help individuals and businesses manage their finances, make informed investment decisions, and plan for the future.
Information such as income, expenses, investments, assets, liabilities, and any other relevant financial data may need to be reported on Rogers Financial Services forms.
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