TOP 30 Comprehensive financial advice in Wayzata, MN
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Felker Financial, Inc
Felker Financial, Inc is a reputable finance and insurance agency located at 5775 Wayzata Boulevard in St. Louis Park, Minnesota, United States. With a team of experienced professionals, Felker Financial, Inc provides a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, insurance coverage, or wealth management services, Felker Financial, Inc is dedicated to providing personalized solutions tailored to your specific needs. Trust in Felker Financial, Inc to help secure your financial future.
Skillen Financial Strategies,Inc
Skillen Financial Strategies, Inc. is a finance institution located at 600 Twelve Oaks Center Drive in Wayzata, Minnesota, United States. We specialize in providing personalized financial strategies to help our clients achieve their financial goals. Our team of experienced professionals offers a wide range of services including investment management, retirement planning, estate planning, and more. We are committed to helping our clients navigate the complexities of the financial world and make informed decisions to secure their financial future. Contact us today to schedule a consultation and start building your financial plan with Skillen Financial Strategies, Inc.
Crossroads Financial Group
Crossroads Financial Group, located at 10900 Wayzata Boulevard in Minnetonka, Minnesota, is a finance institution dedicated to helping individuals achieve their financial goals and plan for retirement. Our team offers personalized, relationship-based financial advice to give you the confidence to move forward at any crossroads in life. We prioritize helping you see the complete picture with comprehensive planning solutions tailored to your needs. Our team operates like a family and we welcome you to join us on your financial journey. Schedule a meeting with us to discuss where you want to go and how we can help you get there. As an investment advisory service offered through Thrivent Advisor Network, LLC, we adhere to principled investing practices to safeguard your assets and provide transparent services. Visit our website for more information on our services, fees, and expenses.
Edward Jones - Financial Advisor: Bryan D Nobs
Edward Jones - Financial Advisor: Bryan D Nobs is a reputable financial institution located at 3600 Shoreline Drive in Wayzata, Minnesota, United States. As a skilled and experienced financial advisor, Bryan D Nobs provides personalized and comprehensive financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Bryan D Nobs can provide expert advice and guidance to help you make informed financial decisions. With a commitment to integrity and client satisfaction, Edward Jones - Financial Advisor: Bryan D Nobs is a trusted partner in helping individuals and families secure their financial future.
Edward Jones - Financial Advisor: Paul A Affeldt
Edward Jones - Financial Advisor: Paul A Affeldt is a reputable finance institution located at 3600 Shoreline Drive in Wayzata, Minnesota, United States. With years of experience in the financial industry, Paul A Affeldt offers personalized financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Paul A Affeldt can provide expert guidance and support. Visit Edward Jones - Financial Advisor: Paul A Affeldt today to start building a secure financial future.
Ben Leistikow - RBC Wealth Management Financial Advisor
Ben Leistikow - RBC Wealth Management Financial Advisor is a reputable financial institution located at 445 Lake Street East in Wayzata, Minnesota, United States. As a dedicated financial advisor, Ben Leistikow provides personalized and comprehensive wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and offering expert financial advice, Ben Leistikow is committed to helping clients navigate the complexities of the financial market and make informed decisions about their investments. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Ben Leistikow - RBC Wealth Management Financial Advisor is here to provide the guidance and support you need.
John E Falldin - Financial Advisor, Ameriprise Financial Services, LLC
John E Falldin is a financial advisor at Ameriprise Financial Services, LLC located at 701 Lake Street East, Wayzata, Minnesota, United States. With a focus on understanding your unique goals and priorities, John provides personalized financial advice to help you prepare for the expected and unexpected events in life. He has been recognized on the 2022 Forbes Best-in-State Wealth Advisors list for his commitment to providing comprehensive financial advice to clients. Whether you are saving for college, planning for retirement, or making smart investments, John can help you feel more confident, connected, and in control of your financial future. He offers complimentary initial consultations to discuss your financial planning needs and provides investment advisory products and services through Ameriprise Financial Services, LLC.
Alexander Lawson - Financial Advisor, Ameriprise Financial Services, LLC
Alexander Lawson is a financial advisor at Ameriprise Financial Services, LLC located at 1907 Wayzata Boulevard East in Wayzata, Minnesota, United States. Specializing in finance, Alexander Lawson holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in areas such as asset management, estate planning, retirement planning, investment strategies, and more. Contact Alexander Lawson for comprehensive financial advice tailored to your individual needs.
Justin Baker - RBC Wealth Management Financial Advisor
Justin Baker - RBC Wealth Management Financial Advisor is a reputable financial institution located at 641 Lake Street East in Wayzata, Minnesota, United States. As a skilled and experienced financial advisor, Justin Baker offers personalized wealth management services to help clients achieve their financial goals. With a commitment to providing expert advice and exceptional customer service, Justin Baker is dedicated to helping clients navigate the complexities of the financial world and make informed decisions about their investments. Whether you are planning for retirement, saving for a major purchase, or building a diversified portfolio, Justin Baker - RBC Wealth Management Financial Advisor is here to help you secure your financial future.
Ireen Sommer - Financial Advisor, Ameriprise Financial Services, LLC
Ireen Sommer is a Financial Advisor at Ameriprise Financial Services, LLC, located at 701 Lake Street East, Wayzata, Minnesota, United States. Ireen holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications showcase Ireen's expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment management, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Ireen Sommer can provide you with comprehensive financial advice tailored to your specific needs.
Cecelia Miller - Financial Advisor, Ameriprise Financial Services, LLC
Cecelia Miller is a Financial Advisor at Ameriprise Financial Services, LLC located at 1907 Wayzata Boulevard East, Wayzata, Minnesota, United States. Cecelia holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Cecelia specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethics and expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products, Cecelia is dedicated to helping clients achieve their financial goals. Contact Cecelia Miller for personalized financial advice and guidance tailored to your specific needs.
Mark Johnson - RBC Wealth Management Financial Advisor
Mark Johnson - RBC Wealth Management Financial Advisor is a trusted financial institution located at 641 Lake Street East in Wayzata, Minnesota, United States. Mark Johnson and his team specialize in providing personalized wealth management services to help clients achieve their financial goals. With a focus on building strong relationships and offering expert financial advice, Mark Johnson - RBC Wealth Management Financial Advisor is committed to helping individuals and families secure their financial future. Contact them today to learn more about their comprehensive financial planning services.
Matthew Bouts - Private Wealth Advisor, Ameriprise Financial Services, LLC
Matthew Bouts - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 15600 Wayzata Boulevard in Wayzata, Minnesota, offers a range of financial services to meet the needs of individuals and businesses. Matthew Bouts holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Matthew Bouts provides personalized financial advice to help clients achieve their financial goals. Whether you are planning for retirement, managing your investments, or navigating complex financial situations, Matthew Bouts is dedicated to helping you make informed decisions and secure your financial future. Contact Matthew Bouts - Private Wealth Advisor at Ameriprise Financial Services, LLC, to learn more about how he can help you achieve financial success.
Merrill Lynch Financial Advisor Brandon J Oslund
Merrill Lynch Financial Advisor Brandon J Oslund, located at 315 Lake Street East in Wayzata, Minnesota, is a finance institution supported by the global resources of Merrill. The team is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. Brandon, with over 15 years of experience in the financial services industry, leads the group in wealth planning and financial strategy management, focusing on optimizing clients' wealth to their goals and priorities. He specializes in advising family-owned business owners on personal wealth and business matters, as well as providing guidance on company retirement plans and foundations. Brandon holds multiple certifications including CFP®, CPWA®, CIMA®, CPFA, and CRPC™, and is a member of the Investments & Wealth Institute™ and the Financial Planning Association. Madeline, a CERTIFIED FINANCIAL PLANNER™, is also a key member of the team, assisting clients with wealth planning and developing financial solutions for medical professionals. The team's mission is to help individuals define their goals, establish a personalized financial strategy, and navigate life's changes with confidence. With a focus on long-term performance and personalized investment insights, Merrill Lynch Wealth Management aims to help clients achieve their financial goals and stay on track through life's transitions. Contact Merrill Lynch Financial Advisor Brandon J Oslund for a personalized wealth management approach tailored to your needs and priorities.
Shavlik Financial
Shavlik Financial is a trusted institution located at 1865 Wayzata Boulevard in Long Lake, Minnesota, United States. Specializing in accounting and finance services, Shavlik Financial provides expert financial advice and assistance to individuals and businesses alike. With a team of experienced professionals, Shavlik Financial is committed to helping clients achieve their financial goals and secure their financial future. Whether you need assistance with tax preparation, investment planning, or budgeting, Shavlik Financial is here to help. Visit us today to see how we can assist you in managing your finances effectively.
Rick Patton - RBC Wealth Management Financial Advisor
Rick Patton - RBC Wealth Management Financial Advisor is a leading financial institution located at 445 Lake Street East in Wayzata, Minnesota, United States. As a trusted advisor in the finance industry, Rick Patton provides personalized financial planning and investment strategies to help clients achieve their financial goals. With a strong focus on wealth management, Rick Patton offers expert advice and guidance to individuals and businesses looking to secure their financial future. Whether you are planning for retirement, investing for the future, or seeking to grow your wealth, Rick Patton - RBC Wealth Management Financial Advisor is dedicated to providing comprehensive financial solutions tailored to your specific needs.
Micah Benway - Private Wealth Advisor, Ameriprise Financial Services, LLC
Micah Benway - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1907 Wayzata Boulevard East, Wayzata, Minnesota, United States. Micah Benway holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing expertise in asset management, estate planning, retirement planning, and investment strategies. The institution also offers services for domestic partners, seniors, and those planning for retirement. With a focus on ethical practices and comprehensive financial planning, Micah Benway - Private Wealth Advisor provides expert advice and guidance to clients seeking to achieve their financial goals.
Grant Fjosne - Private Wealth Advisor, Ameriprise Financial Services, LLC
Grant Fjosne is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1907 Wayzata Boulevard East in Wayzata, Minnesota, United States. Grant Fjosne holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®). Grant Fjosne offers comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients, with a focus on asset management, investment strategies, estate planning, and risk management. Grant Fjosne is committed to upholding the highest ethical standards and providing expert advice to help clients achieve their financial goals.
Merrill Lynch Financial Advisor Larry Mathison
Merrill Lynch Financial Advisor Larry Mathison, located at 315 Lake Street East, Wayzata, Minnesota, United States, offers insights, observations, and ideas to help clients pursue their financial goals. The team at Merrill Lynch helps clients manage their wealth by creating personalized strategies that adapt to changing market conditions. With access to the investment insights of Merrill and the banking solutions of Bank of America, clients can work towards their financial goals through personalized wealth management strategies. The team, led by Registered Senior Wealth Management Client Associate Larry Mathison, is dedicated to building strong client relationships based on trust and personalized service. By starting with a conversation to understand each client's goals and priorities, the team can create a personalized plan centered on what matters most to the client. Through the Investment Personality Assessment, the team gains a deeper understanding of the client's investing preferences to customize their financial approach.
Matthew Dornik - Private Wealth Advisor, Ameriprise Financial Services, LLC
Matthew Dornik is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 10159 Wayzata Boulevard in Minnetonka, Minnesota, United States. Specializing in finance, Matthew Dornik holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. As a Certified Financial Planner™, Matthew Dornik upholds the highest standards of excellence in personal financial planning. With a focus on providing comprehensive financial advice, Matthew Dornik is dedicated to helping clients achieve their financial goals.
Lucas Headley - Private Wealth Advisor, Ameriprise Financial Services, LLC
Lucas Headley - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1907 Wayzata Boulevard East, Wayzata, Minnesota, United States. Lucas Headley holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, and more. Lucas Headley is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethics and professionalism, Lucas Headley is committed to assisting clients in achieving their financial goals and securing their financial future."
Adam Jakes - Ameriprise Financial Services, LLC
Adam Jakes - Ameriprise Financial Services, LLC is a finance institution located at 1907 Wayzata Boulevard, Wayzata, Minnesota, United States. They offer a range of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. They provide comprehensive financial planning services for individuals and businesses, with a focus on asset management, retirement planning, estate planning, and investment opportunities. Their team of professionals are dedicated to helping clients make informed financial decisions and achieve their long-term financial goals.
Tim Jirak - Private Wealth Advisor, Ameriprise Financial Services, LLC
Tim Jirak - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 10900 Wayzata Boulevard, Minnetonka, Minnesota, United States, is a finance institution offering a wide range of services to meet the diverse needs of individuals seeking wealth management solutions. Tim Jirak holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, investment strategies, and insurance products. The institution provides comprehensive financial planning services tailored to each client's unique goals and needs. With a focus on ethical practices and continuous education, Tim Jirak ensures that clients receive top-notch advice and guidance in navigating the complexities of wealth management. Whether you are a retiree, small business owner, high net worth individual, or seeking assistance with estate planning, Tim Jirak has the expertise and knowledge to help you achieve your financial goals.
Edward Jones - Financial Advisor: Nick Maiers
Edward Jones - Financial Advisor: Nick Maiers is a reputable finance institution located at 8441 Wayzata Boulevard in Golden Valley, Minnesota, United States. As a trusted financial advisor, Nick Maiers provides personalized and comprehensive financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Nick Maiers is dedicated to providing top-notch financial advice and guidance to individuals and families. Visit their office today to start planning for a secure financial future.
Patrick Hagan - Private Wealth Advisor, Ameriprise Financial Services, LLC
Patrick Hagan - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 8325 Wayzata Boulevard, Golden Valley, Minnesota, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover various aspects of financial planning, wealth management, estate planning, retirement planning, investment management, and more. The institution is dedicated to providing comprehensive and specialized financial services to individuals and businesses, ensuring that clients receive expert advice and guidance in achieving their financial goals.
Edward Jones - Financial Advisor: Seth D Schuett, CFP®|AAMS™
Edward Jones - Financial Advisor: Seth D Schuett, CFP®|AAMS™ is a reputable financial institution located at 8441 Wayzata Boulevard in Golden Valley, Minnesota, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Seth D Schuett offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning services to individuals, families, and businesses. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Seth D Schuett and his team are dedicated to helping you navigate the complexities of the financial world and secure a stable financial future.
Jirak & Associates - Ameriprise Financial Services, LLC
Jirak & Associates - Ameriprise Financial Services, LLC is a finance institution located at 10900 Wayzata Boulevard, Minnetonka, Minnesota, United States. Ameriprise Financial was recognized as one of Investor’s Business Daily’s 2022 Most Trusted Wealth Managers. They offer comprehensive financial advice and a wide range of solutions to help clients live brilliantly now and in the future. With a focus on serving clients' interests, they prioritize providing top-notch service. Their financial advisors are registered to do business in certain U.S. states and can be found on FINRA's BrokerCheck website. They offer initial consultations to discuss financial planning concepts and help determine an appropriate investment strategy based on individual risk tolerance. Ameriprise Financial cannot guarantee future financial results, but they strive to help clients achieve their financial goals. Clients can expect personalized attention and expert advice from Ameriprise Financial Services, LLC.
Mark Cheeley - Private Wealth Advisor, Ameriprise Financial Services, LLC
Mark Cheeley - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 10159 Wayzata Boulevard in Minnetonka, Minnesota, offers a range of financial services to meet the diverse needs of individuals. Mark Cheeley holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and client-centered approaches, Mark Cheeley provides personalized financial advice to help clients achieve their financial goals. Additionally, the institution offers training in behavioral finance, philanthropy, annuities, retirement planning, and more to ensure that clients receive comprehensive and tailored financial solutions. Whether you are planning for retirement, managing your investments, or navigating complex financial decisions, Mark Cheeley is committed to providing you with the expertise and guidance you need to secure your financial future.
Paul J Wheaton - Financial Advisor, Ameriprise Financial Services, LLC
Paul J Wheaton is a Financial Advisor at Ameriprise Financial Services, LLC, located at 8325 Wayzata Boulevard in Golden Valley, Minnesota, United States. Paul holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Paul's expertise in asset management, retirement planning, estate planning, investment management, and financial planning for various clients including retirees, small business owners, high net worth individuals, and those with special needs. Paul is dedicated to providing comprehensive and personalized financial advice to help clients achieve their financial goals and aspirations.
John Yaeger - Ameriprise Financial Services, LLC
John Yaeger - Ameriprise Financial Services, LLC is a finance institution located at 8325 Wayzata Boulevard, Golden Valley, Minnesota, United States. They offer a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover various aspects of finance including asset management, retirement planning, estate planning, and more. The institution is committed to providing comprehensive financial services to individuals and businesses, with a focus on ethical practices and expertise in various areas of financial planning.
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