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Financial Information

Our Banking account is with Chase, and the branch office we use for our deposits is located on the corner of Murray St. and Greenwich Ave.  Our Investment Accounts are Morgan Stanley Smith Barney and Fidelity.  National Financial Services LLC is a Fidelity subsidiary.  Occasionally we get mailings relating to stocks that are held with this group (i.e., SIMT).

Our Insurance Broker is SDI Insurance, and Joseph Csornak is our primary contact.