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The Wellington Financial L.L.C. is a privately held, client money manager and multi-line insurance agency.
A Wellington Advisor specializes in the area of insurance and investment planning for individual's and small business owner's with a strong emphasis on retirement income planning.
We make it simple.
You talk and we listen...and then we craft our services around your needs.
Wellington advisor's pride themselves on their ability to explain, what could be, complicated investment and insurance strategies in common sense easy to understand language.
We also pride ourselves on having a sterling, unblemished track record with the investment industry's premier regulatory agency.
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