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Securities and Investment Advisor Services offered through: CBIZ Financial Solutions, Inc.
Member FINRA, SIPC and Registered Investment Advisor
6050 Oak Tree Blvd., Suite 500, Cleveland, Ohio 44131 – (800) 404-6033
The Fiduciary Risk Manager
6050 Oak Tree Blvd., Suite 500
Cleveland , OH 44131
mswallow@cbiz.com(800) 404-6033
ABC Company Retirement Plan
Investment Review
As of June 30, 2017