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Schwab is a registered broker-dealer, and is not affiliated with Mass Financial Management, or any advisors whose names appear on this website. Mass Financial Management is independently owned and operated. Schwab neither endorses nor recommends Mass Financial Management. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor.

Schwab has agreements with Mass Financial Management under which Schwab provides Mass Financial Management with services related to your account. Schwab does not review the Mass Financial Management website(s), and makes no representation regarding information contained in the Mass Financial Management website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.