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Bartlett & Company is one of the oldest investment advisory firms in the United States. Established in 1898, the company maintains a work force of more than 20 employees. Bartlett & Company provides investment management services for high net worth individuals, foundations, endowments, and corporate and nonprofit retirement plans. The firm also serves public funds, individual retirement accounts and fixed-income securities. Bartlett & Company additionally offers estate and financial planning services. The firm provides online information about several taxation provisions, market commentaries and reviews. Bartlett & Company offers investment opportunities in 401(k), municipal bonds and stock options. The firm provides record retention and indentity protection services.

ToolGrid, an independent broker-dealer RIA based in Cincinnati, OH, has been a trusted partner for independent financial advisors for over 40 years. Specializing in empowering advisors with innovative technology, investment products, and practice management solutions, ToolGrid is committed to providing comprehensive support every step of the way. With a strong emphasis on independence and a culture that values its associates, ToolGrid strives to make a positive impact in the lives of financial professionals, their clients, and communities. Their dedicated service and support team are always ready to guide advisors through their journey towards success. Generated from the website