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Our Process

How We Work

We are people dedicated to you. We’re not a large corporation where your account is a number. We’re here to work with you, face-to-face, on the phone, and by email. You’ll know us by name and we’ll know you, too. At 72 Financial, we provide guidance to expand and pursue your financial goals, not to sell you a product.

One of our primary goals is to develop a long-term, trusting relationship with you.

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