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CEFEX

Fiduciary

Commission Free

Our Services

Individuals and Families

You deserve a partner who is focused on your goals and aspirations to help you bring intention to you and your family’s financial life. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.

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Our Services

For Institutions and Non Profits

You deserve a partner who is aligned with your mission and dedicated to helping you grow your bottom line and your impact.

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