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Melville Wealth Management Group Erik Melville, CFP Senior Vice President/Investments.melvillewealthmanagement.com (772) 6725125 | erik.melville@stifel.comGetting to Know You Personal Information
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Melville Wealth Management Group is a financial advisory firm that provides wealth management services to individuals and businesses.
Any individual or business that receives wealth management services from Melville Wealth Management Group may be required to file certain documentation.
To fill out Melville Wealth Management Group forms, individuals and businesses should follow the instructions provided by the firm and provide accurate and up-to-date information regarding their financial situation.
The purpose of Melville Wealth Management Group is to help clients manage and grow their wealth through personalized financial planning and investment strategies.
Clients may be required to report their income, assets, liabilities, investment accounts, and other financial information to Melville Wealth Management Group.
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