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Since 1988, we have been helping clients through times of personal and financial transition by providing guidance and setting goals. During this time, Partners of Conry-Taylor & Morrow CPAs PC recognized that many existing clients were looking for a more integrated financial planning and investment solution.
We have extensively explored to find a low cost, high level of service solution to fully implement our core investment strategy of passive investing. To provide this service, CTM Financial LLC was established to serve as a Registered Investment Advisor firm to individuals, businesses, trusts, partnerships and retirement plans.
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