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Money Matter$

Insights from the Sommers Financial Management Team

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What I've Learned in 2019 by Vivian Rupe

“A fiduciary is a person or organization that acts on behalf of another person or persons to manage assets. Essentially, a fiduciary owes to that other entity the duties of good faith and trust.” The reason I feel honored to be a part of this team, is that I have witnessed the many ways we put our clients first. We listen, we research, we plan, and we help our clients succeed.

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